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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
SC
1301
SouthState Corp
Florida
$24.5K +$10.4K +22 +79%
PP
1302
PFS Partners
New Jersey
$24.5K
WWM
1303
Wolff Wiese Magana
California
$24.5K
FMP
1304
Financial Management Professionals
Texas
$24K
SG
1305
Sankala Group
Colorado
$24K +$24.2K +51 New
VWA
1306
Valued Wealth Advisors
Utah
$23.2K +$3.8K +8 +21%
SC
1307
Solstein Capital
California
$22.6K
MFP
1308
Meramec Financial Planners
Missouri
$22.4K +$19.5K +41 New
QL
1309
Quarry LP
New York
$22.1K -$51.7K -109 -71%
FFL
1310
Financial Freedom LLC
Ohio
$22.1K
B
1311
Bayban
Minnesota
$22.1K +$21.4K +45 New
MA
1312
MCF Advisors
Kentucky
$21.1K +$2.85K +6 +16%
CWM
1313
Copia Wealth Management
Oregon
$19.6K
TFM
1314
TFC Financial Management
Massachusetts
$19.1K
VNA
1315
Valley National Advisers
Pennsylvania
$19K +$19K +40 New
SWM
1316
SHP Wealth Management
Massachusetts
$18.9K +$18K +38 New
RL
1317
Rogco LP
Oklahoma
$18.1K
FNWA
1318
Financial Network Wealth Advisors
Utah
$18.1K +$4.75K +10 +37%
KAS
1319
Kemnay Advisory Services
New York
$18.1K +$17.6K +37 New
KFG
1320
Kingdom Financial Group
Arizona
$17.3K +$16.6K +35 New
HIMS
1321
Hager Investment Management Services
New Hampshire
$17.2K
RFA
1322
Reyes Financial Architecture
California
$17.2K
TFA
1323
Toth Financial Advisory
Virginia
$17.2K
BDPWM
1324
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$16.6K +35 New
B
1325
Birchbrook
Maine
$16.7K