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Ameriprise Financial

1,424 hedge funds and large institutions have $39.2B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 452 increasing their positions, 514 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $31.6M

103% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 87

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

5% more funds holding

Funds holding: 1,3601,424 (+64)

1.73% more ownership

Funds ownership: 84.34%86.07% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$172M)

12% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 514

Holders
1,424
Holders Change
+64
Holders Change %
+4.71%
% of All Funds
17.33%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
177
Increased
452
Reduced
514
Closed
87
Calls
$73.9M
Puts
$31.6M
Net Calls
+$42.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1126
Foundations Investment Advisors
Arizona
$214K +$207K +437 New
TIA
1127
Tiemann Investment Advisors
California
$214K -$9.49K -20 -4%
MCM
1128
Marathon Capital Management
Maryland
$213K
CCMG
1129
Connecticut Capital Management Group
Connecticut
$213K +$206K +435 New
HBS
1130
Howard Bailey Securities
Indiana
$213K -$53.6K -113 -21%
RCM
1131
RB Capital Management
Nevada
$212K +$205K +433 New
SFGM
1132
Stonebridge Financial Group (Missouri)
Missouri
$212K +$205K +433 New
HDIM
1133
Hanson & Doremus Investment Management
Vermont
$212K
BG
1134
Bahl & Gaynor
Ohio
$212K -$26.1K -55 -11%
SPC
1135
Sigma Planning Corp
Michigan
$211K -$2.37K -5 -1%
CI Investments Inc
1136
CI Investments Inc
Ontario, Canada
$210K -$850K -1,792 -81%
RFP
1137
Root Financial Partners
California
$210K +$1.9K +4 +0.9%
IFO
1138
Independent Family Office
New York
$210K
AIA
1139
AssuredPartners Investment Advisors
Florida
$210K +$475 +1 +0.2%
TPWM
1140
Twelve Points Wealth Management
Massachusetts
$209K
VC
1141
Vicus Capital
Pennsylvania
$209K +$203K +427 New
NRC
1142
New Republic Capital
North Carolina
$209K +$202K +425 New
AWM
1143
Aviso Wealth Management
Washington
$208K
BFM
1144
Boothbay Fund Management
New York
$208K -$23.3K -49 -10%
WCG
1145
Weaver Consulting Group
California
$207K +$3.8K +8 +2%
GCM
1146
Genus Capital Management
British Columbia, Canada
$206K -$45.1K -95 -18%
MIM
1147
Macroview Investment Management
Maryland
$206K -$949 -2 -0.5%
WTA
1148
Washington Trust Advisors
Massachusetts
$206K
SMWM
1149
Silvia McColl Wealth Management
California
$205K
CFO
1150
CVA Family Office
Colorado
$204K -$13.3K -28 -6%