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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
RFG
1201
REAP Financial Group
Texas
$110K +$13.3K +28 +14%
OAM
1202
Ostrum Asset Management
France
$106K -$33.7K -71 -25%
M
1203
MOTCO
Texas
$103K
NAAA
1204
New Age Alpha Advisors
New York
$103K -$24.7K -52 -20%
SOW
1205
State of Wyoming
Wyoming
$102K +$19.9K +42 +25%
1IA
1206
1620 Investment Advisors
Massachusetts
$98.1K -$9.49K -20 -9%
KB
1207
Kimelman & Baird
New York
$98.1K
PB
1208
Pinnacle Bancorp
Nebraska
$97.1K
RAM
1209
Reflection Asset Management
South Carolina
$94.6K +$91.6K +193 New
SNB
1210
Security National Bank
Nebraska
$93.7K
FWA
1211
Flagship Wealth Advisors
Massachusetts
$90.7K +$49.8K +105 +131%
AT
1212
Arlington Trust
Alabama
$89.7K -$610K -1,285 -88%
GIM
1213
Generali Investments Management
Slovenia
$88.8K
CPBTD
1214
Central Pacific Bank - Trust Division
Hawaii
$88.3K
HFS
1215
Hantz Financial Services
Michigan
$88K +$18K +38 +27%
RWM
1216
RMG Wealth Management
Wisconsin
$85.6K +$811K +1,708 New
SIS
1217
Sound Income Strategies
Florida
$83.5K +$4.75K +10 +6%
LWANC
1218
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.9K +$77.4K +163 New
OC
1219
Optima Capital
Oregon
$79.2K +$76.9K +162 New
MBFW
1220
Morton Brown Family Wealth
Pennsylvania
$78K
OA
1221
Operose Advisors
Wisconsin
$78K
TF
1222
Tompkins Financial
New York
$78K
UCB
1223
United Community Bank
South Carolina
$77.5K -$56K -118 -43%
WA
1224
Westfuller Advisors
New York
$77.2K +$949 +2 +1%
FFO
1225
Fortitude Family Office
Arizona
$76K -$1.9K -4 -3%