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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
HNW
1226
High Note Wealth
Minnesota
$76K
AGWCA
1227
Annis Gardner Whiting Capital Advisors
Florida
$75.5K -$21.4K -45 -23%
KFAS
1228
Keating Financial Advisory Services
Kansas
$75.5K +$73.1K +154 New
SCM
1229
Silvant Capital Management
Georgia
$74.5K
ECM
1230
Estabrook Capital Management
New York
$73.6K
EWM
1231
Evermay Wealth Management
Virginia
$72.6K
WETS
1232
Wealth Enhancement Trust Services
South Dakota
$70.6K +$68.3K +144 New
FMTCOCP
1233
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K
SSG
1234
Summit Securities Group
New York
$67.2K -$89.2K -188 -58%
CFFP
1235
Center for Financial Planning
Michigan
$67.2K
RCM
1236
Raleigh Capital Management
North Carolina
$67K -$2.85K -6 -4%
DT
1237
DV Trading
Illinois
$64.7K +$62.6K +132 New
DE
1238
DV Equities
Illinois
$63.7K +$61.7K +130 New
AG
1239
AmeriFlex Group
Nevada
$61.3K -$109K -229 -65%
TFIPS
1240
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.3K
JWA
1241
JFS Wealth Advisors
Pennsylvania
$61.3K +$9.49K +20 +19%
MS
1242
Monetary Solutions
Ohio
$60.8K +$58.8K +124 New
TM
1243
Torren Management
California
$60.5K +$58.4K +123 New
RC
1244
Rexford Capital
Texas
$60.3K
HPWM
1245
High Point Wealth Management
New Jersey
$59.7K +$57.9K +122 New
BGA
1246
Battery Global Advisors
Massachusetts
$59.3K +$949 +2 +2%
BOTPPF
1247
Board of the Pension Protection Fund
United Kingdom
$58.8K +$56.9K +120 New
GWM
1248
Geneos Wealth Management
Colorado
$57.4K -$11.9K -25 -18%
RMC
1249
Resources Management Corp
Connecticut
$57K
CFS
1250
CGC Financial Services
Oregon
$56.9K