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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
CVM
1326
Cheviot Value Management
California
$16.5K
SIS
1327
Strategic Investment Solutions
Illinois
$16.2K
PWMG
1328
Prestige Wealth Management Group
New Jersey
$15.7K
FC
1329
Financial Consulate
Maryland
$15.5K
EFMH
1330
E Fund Management (HK)
Hong Kong
$14.9K +$12.8K +27 +2,700%
IRC
1331
Investors Research Corp
Georgia
$14.7K
BT
1332
Banque Transatlantique
France
$14.7K
GEA
1333
Glen Eagle Advisors
New Jersey
$14.2K
NFSG
1334
Newbridge Financial Services Group
Florida
$13.9K +$9.49K +20 +250%
PMFA
1335
Plante Moran Financial Advisors
Michigan
$13.7K +$4.75K +10 +56%
SA
1336
Scarborough Advisors
Maryland
$13.2K
ADL
1337
Asset Dedication LLC
California
$12.7K
CTB
1338
Country Trust Bank
Illinois
$12.7K
JFA
1339
JNBA Financial Advisors
Minnesota
$12.7K
KG
1340
Kilter Group
New York
$12.3K -$475 -1 -4%
FG
1341
Fairman Group
Pennsylvania
$12.3K +$6.17K +13 +108%
CAM
1342
Costello Asset Management
Pennsylvania
$12.1K
BGAI
1343
Bruce G. Allen Investments
Colorado
$11.8K
SGK
1344
Steigerwald Gordon & Koch
Virginia
$11.8K +$4.27K +9 +60%
SR
1345
Swiss Re
Switzerland
$11.8K +$11.4K +24 New
APW
1346
Acima Private Wealth
Virginia
$11.3K
PWA
1347
Physician Wealth Advisors
Utah
$11.3K +$949 +2 +10%
WAS
1348
Winch Advisory Services
Wisconsin
$11.3K +$10.9K +23 New
GWSA
1349
Global Wealth Strategies & Associates
Colorado
$10.8K
WW
1350
Winnow Wealth
Texas
$10.3K +$9.96K +21 New