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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
GGI
1376
Godsey & Gibb Inc
Virginia
$5.39K
S
1377
Sachetta
Massachusetts
$5.39K
BWL
1378
Bogart Wealth LLC
Virginia
$5.39K +$2.85K +6 +120%
BHWM
1379
Bay Harbor Wealth Management
Maryland
$5.39K +$1.42K +3 +38%
NRG
1380
Nemes Rush Group
Michigan
$4.9K +$4.75K +10 New
OP
1381
ORG Partners
Indiana
$4.9K -$1.42K -3 -23%
JSAM
1382
J. Safra Asset Management
New York
$4.41K -$475 -1 -10%
GFL
1383
Granite FO LLC
New Hampshire
$4.41K
BFS
1384
Bare Financial Services
Pennsylvania
$4.41K +$475 +1 +13%
BFP
1385
Birchwood Financial Partners
Minnesota
$4.41K +$4.27K +9 New
DWM
1386
Dogwood Wealth Management
Kansas
$4.41K +$4.27K +9 New
VFM
1387
Vision Financial Markets
Connecticut
$4.17K
CIAS
1388
CBIZ Investment Advisory Services
Ohio
$3.92K -$475 -1 -11%
SRCM
1389
Signature Resources Capital Management
California
$3.92K
LB
1390
Legacy Bridge
Iowa
$3.92K +$3.8K +8 New
DWM
1391
Darwin Wealth Management
Florida
$3.85K
AP
1392
Aspect Partners
Virginia
$3.43K
CWP
1393
Clark Wealth Partners
Illinois
$2.94K
AIS
1394
Advocate Investing Services
Maryland
$2.94K +$2.85K +6 New
CFM
1395
Cornerstone Financial Management
Massachusetts
$2.94K +$2.85K +6 New
NA
1396
Networth Advisors
Pennsylvania
$2.94K +$2.85K +6 New
WAG
1397
Wilkerson Advisory Group
Missouri
$2.94K +$2.85K +6 New
EWP
1398
Elevation Wealth Partners
California
$2.45K +$475 +1 +25%
HIA
1399
HFM Investment Advisors
New Jersey
$2.45K +$475 +1 +25%
TPBG
1400
Turning Point Benefit Group
Maryland
$2.45K +$1.9K +4 +400%