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Ameriprise Financial

1,408 hedge funds and large institutions have $39.2B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 450 increasing their positions, 511 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.69% more ownership

Funds ownership: 84.27%85.96% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$162M)

12% less repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 511

Holders
1,408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73.9M
Puts
$31.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1201
RMG Wealth Management
Wisconsin
$85.6K
SIS
1202
Sound Income Strategies
Florida
$83.5K
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.9K
OC
1204
Optima Capital
Oregon
$79.2K
MBFW
1205
Morton Brown Family Wealth
Pennsylvania
$78K
TF
1206
Tompkins Financial
New York
$78K
OA
1207
Operose Advisors
Wisconsin
$78K
UCB
1208
United Community Bank
South Carolina
$77.5K
WA
1209
Westfuller Advisors
New York
$77.2K
FFO
1210
Fortitude Family Office
Arizona
$76K
HNW
1211
High Note Wealth
Minnesota
$76K
AGWCA
1212
Annis Gardner Whiting Capital Advisors
Florida
$75.5K
KFAS
1213
Keating Financial Advisory Services
Kansas
$75.5K
SCM
1214
Silvant Capital Management
Georgia
$74.5K
ECM
1215
Estabrook Capital Management
New York
$73.6K
EWM
1216
Evermay Wealth Management
Virginia
$72.6K
WETS
1217
Wealth Enhancement Trust Services
South Dakota
$70.6K
FMTCOCP
1218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K
SSG
1219
Summit Securities Group
New York
$67.2K
CFFP
1220
Center for Financial Planning
Michigan
$67.2K
RCM
1221
Raleigh Capital Management
North Carolina
$67K
DT
1222
DV Trading
Illinois
$64.7K
DE
1223
DV Equities
Illinois
$63.7K
AG
1224
AmeriFlex Group
Nevada
$61.3K
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.3K