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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
MCP
1176
Miller Capital Partners
Michigan
$146K +$141K +297 New
NB
1177
NBT Bank
New York
$142K
WBC
1178
Westpac Banking Corp
Australia
$142K
OL
1179
OneFund LLC
Florida
$141K +$7.12K +15 +6%
CH
1180
Cromwell Holdings
Wyoming
$138K -$2.85K -6 -2%
SC
1181
Steph & Co
Wisconsin
$138K +$133K +281 New
RTC
1182
Riverview Trust Company
Washington
$135K
AIM
1183
Anchor Investment Management
South Carolina
$132K
KA
1184
Kozak & Associates
Colorado
$130K +$475 +1 +0.4%
BIM
1185
Breakwater Investment Management
Washington
$128K +$475 +1 +0.4%
CF
1186
Centaurus Financial
California
$128K -$12.3K -26 -9%
ME
1187
McIlrath & Eck
Washington
$128K
FMB
1188
Field & Main Bank
Kentucky
$125K
PGAM
1189
Princeton Global Asset Management
New Jersey
$125K
GKIM
1190
GW&K Investment Management
Massachusetts
$125K -$949 -2 -0.8%
HWA
1191
Heritage Wealth Advisors
Virginia
$125K
TWD
1192
True Wealth Design
Ohio
$123K +$90.2K +190 +311%
VCM
1193
Versant Capital Management
Arizona
$121K -$34.2K -72 -23%
OSNBOA
1194
Old Second National Bank of Aurora
Illinois
$120K -$11.9K -25 -9%
CBT
1195
CoreFirst Bank & Trust
Kansas
$119K
PWM
1196
Peck Wealth Management
New York
$118K
AAG
1197
Armstrong Advisory Group
Massachusetts
$117K -$3.8K -8 -3%
SBFM
1198
S-Bank Fund Management
Finland
$111K -$3.32K -7 -3%
SIM
1199
Sentry Investment Management
Wisconsin
$110K
VLKIM
1200
Van Lanschot Kempen Investment Management
Netherlands
$110K -$11.5M -24,157 -99%