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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
CAL
1351
Capital Advisors Ltd
Ohio
$10K
HHMI
1352
Howard Hughes Medical Institute
Maryland
$9.81K
FCAS
1353
First Command Advisory Services
Texas
$9.81K +$9.49K +20 New
FDCP
1354
Foster Dykema Cabot & Partners
Massachusetts
$9.32K +$9.02K +19 New
SN
1355
Sittner & Nelson
Oregon
$9.23K
AW
1356
Avion Wealth
Texas
$9K -$1.42K -3 -13%
CSB
1357
City State Bank
Iowa
$8.34K
RF
1358
Rossby Financial
Florida
$8.34K +$3.32K +7 +70%
DF
1359
Dunhill Financial
United Kingdom
$8.1K +$475 +1 +6%
CCM
1360
Chilton Capital Management
Texas
$7.85K
ACA
1361
Atlas Capital Advisors
Wyoming
$7.84K +$7.59K +16 New
GSWM
1362
Golden State Wealth Management
California
$7.36K
EF
1363
Entrust Financial
Pennsylvania
$7.36K +$7.12K +15 New
IWM
1364
IMG Wealth Management
Florida
$7.36K
SVCP
1365
Silicon Valley Capital Partners
California
$7.3K
Q1WB
1366
Quest 10 Wealth Builders
Virginia
$7.07K
HBW
1367
Hazlett, Burt & Watson
West Virginia
$7K
BLC
1368
Brown, Lisle/Cummings
Rhode Island
$6.37K
CWM
1369
Cedar Wealth Management
California
$6.37K
JGCM
1370
Joseph Group Capital Management
Ohio
$6.37K +$6.17K +13 New
OAJ
1371
Ogorek Anthony Joseph
New York
$6K -$6.17K -13 -48%
HWP
1372
Highline Wealth Partners
California
$5.93K
CC
1373
Corsicana & Co
Texas
$5.88K
WWA
1374
Wealth Watch Advisors
Colorado
$5.88K +$949 +2 +20%
FFA
1375
Frazier Financial Advisors
Ohio
$5.39K