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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
17.32%
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
DAM
1251
Delta Asset Management
Tennessee
$54.4K
LWM
1252
Lodestone Wealth Management
Washington
$54.4K +$52.7K +111 New
CYG
1253
Clean Yield Group
Vermont
$53.9K
TSMHT
1254
Thurston Springer Miller Herd & Titak
Indiana
$53.9K +$52.2K +110 New
AF
1255
Alerus Financial
North Dakota
$52K
WBC
1256
West Branch Capital
Massachusetts
$51.5K -$47.5K -100 -49%
SL
1257
Salomon & Ludwin
Virginia
$49.8K -$475 -1 -1%
PJC
1258
Phillip James Consulting
Minnesota
$49K +$47.5K +100 New
TH
1259
TCTC Holdings
Texas
$48.1K
CT
1260
Clearstead Trust
Maine
$47.6K +$13.3K +28 +41%
BIA
1261
Bell Investment Advisors
California
$45.1K
C
1262
Covestor
United Kingdom
$45K -$16.6K -35 -28%
FFC
1263
First Financial Corp
Indiana
$44.1K
MEG
1264
Millstone Evans Group
Colorado
$43.1K
CA
1265
CoreCap Advisors
Michigan
$42.7K -$1.42K -3 -3%
AFG
1266
Albion Financial Group
Utah
$42.7K
XC
1267
XY Capital
Hong Kong
$41.7K +$40.3K +85 New
LAS
1268
Lloyd Advisory Services
Georgia
$40.6K +$39.4K +83 New
MAM
1269
Morse Asset Management
Connecticut
$39.2K
AWM
1270
Abound Wealth Management
Tennessee
$38.8K
AWM
1271
Activest Wealth Management
Florida
$38.7K +$33.2K +70 +778%
ATC
1272
Adirondack Trust Company
New York
$38.7K
RDFA
1273
Ritter Daniher Financial Advisory
Ohio
$37.3K +$24.2K +51 +204%
ZBNA
1274
Zions Bancorporation, National Association
Utah
$36.8K -$106K -224 -75%
HFM
1275
Harvest Fund Management
China
$35K