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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
OC
1151
Opal Capital
Florida
$204K +$183K +386 New
OL
1152
one8zero8 LLC
North Carolina
$203K
CMP
1153
Coston McIsaac & Partners
Maine
$203K
Group One Trading
1154
Group One Trading
Illinois
$202K +$34.6K +73 +22%
NB
1155
Nicolet Bankshares
Wisconsin
$201K +$195K +410 New
WCM
1156
Westend Capital Management
California
$199K +$131K +277 +215%
SS
1157
Sunbelt Securities
Texas
$197K -$949 -2 -0.5%
WB
1158
Webster Bank
Connecticut
$193K
EBA
1159
Eagle Bay Advisors
New York
$190K +$184K +387 New
LI
1160
LRI Investments
Florida
$186K
CFD
1161
Creative Financial Designs
Indiana
$179K -$475 -1 -0.3%
OIAM
1162
OFI Invest Asset Management
France
$179K +$85.9K +181 +73%
GAFA
1163
Garton & Associates Financial Advisors
Kentucky
$176K +$170K +358 New
GC
1164
Globeflex Capital
California
$174K +$168K +355 New
Cohen & Steers
1165
Cohen & Steers
New York
$172K
WG
1166
Wellington Group
Indiana
$169K +$164K +345 New
FP
1167
Financial Perspectives
Minnesota
$166K
KFA
1168
Kelleher Financial Advisors
New York
$164K
SWP
1169
Strategic Wealth Partners
Ohio
$163K -$4.75K -10 -3%
BOJHT
1170
Bank of Jackson Hole Trust
Wyoming
$162K
AAP
1171
Arax Advisory Partners
Colorado
$155K -$34.6K -73 -19%
NSIM
1172
North Star Investment Management
Illinois
$153K +$2.85K +6 +2%
SEP
1173
Signature Equity Partners
Ohio
$153K +$148K +312 New
RBC
1174
Roble Belko & Company
Pennsylvania
$152K +$114K +241 +349%
BWA
1175
Basecamp Wealth Advisors
Washington
$146K +$141K +298 New