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Ameriprise Financial

1,408 hedge funds and large institutions have $39.2B invested in Ameriprise Financial in 2025 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 450 increasing their positions, 511 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.69% more ownership

Funds ownership: 84.27%85.96% (+1.7%)

0% more capital invested

Capital invested by funds: $39B → $39.2B (+$162M)

12% less repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 511

Holders
1,408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73.9M
Puts
$31.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
1351
Quest 10 Wealth Builders
Virginia
$7.07K
HBW
1352
Hazlett, Burt & Watson
West Virginia
$7K
CWM
1353
Cedar Wealth Management
California
$6.37K
BLC
1354
Brown, Lisle/Cummings
Rhode Island
$6.37K
JGCM
1355
Joseph Group Capital Management
Ohio
$6.37K
OAJ
1356
Ogorek Anthony Joseph
New York
$6K
HWP
1357
Highline Wealth Partners
California
$5.93K
CC
1358
Corsicana & Co
Texas
$5.88K
WWA
1359
Wealth Watch Advisors
Colorado
$5.88K
FFA
1360
Frazier Financial Advisors
Ohio
$5.39K
GGI
1361
Godsey & Gibb Inc
Virginia
$5.39K
S
1362
Sachetta
Massachusetts
$5.39K
BWL
1363
Bogart Wealth LLC
Virginia
$5.39K
BHWM
1364
Bay Harbor Wealth Management
Maryland
$5.39K
NRG
1365
Nemes Rush Group
Michigan
$4.9K
OP
1366
ORG Partners
Indiana
$4.9K
JSAM
1367
J. Safra Asset Management
New York
$4.41K
GFL
1368
Granite FO LLC
New Hampshire
$4.41K
BFS
1369
Bare Financial Services
Pennsylvania
$4.41K
DWM
1370
Dogwood Wealth Management
Kansas
$4.41K
BFP
1371
Birchwood Financial Partners
Minnesota
$4.41K
VFM
1372
Vision Financial Markets
Connecticut
$4.17K
CIAS
1373
CBIZ Investment Advisory Services
Ohio
$3.92K
SRCM
1374
Signature Resources Capital Management
California
$3.92K
LB
1375
Legacy Bridge
Iowa
$3.92K