We are live on ! Find out more
AMP icon

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
CMA
1401
Cedar Mountain Advisors
Oregon
$1.96K
DI
1402
DAGCO Inc
Ohio
$1.96K
NL
1403
NVWM LLC
Pennsylvania
$1.96K +$475 +1 +33%
PWA
1404
Principia Wealth Advisory
Texas
$1.96K +$475 +1 +33%
1CP
1405
1015 Capital Partners
Pennsylvania
$1.96K +$1.9K +4 New
AA
1406
Addison Advisors
Vermont
$1.47K
BTD
1407
BankPlus Trust Department
Mississippi
$1.47K
MHR
1408
Matthew Hamilton Rosenberg
$1.47K
WA
1409
WestEnd Advisors
North Carolina
$1.47K +$475 +1 +50%
IWP
1410
IAG Wealth Partners
Wisconsin
$1.37K
QWM
1411
Quaker Wealth Management
New Jersey
$981 -$475 -1 -33%
ACM
1412
Anfield Capital Management
California
$981
DF
1413
DecisionPoint Financial
Arizona
$981
SA
1414
Seneschal Advisors
Washington
$981
AIM
1415
Arcadia Investment Management
Michigan
$981 +$949 +2 New
LIA
1416
Luken Investment Analytics
Tennessee
$981 +$949 +2 New
RWS
1417
Retirement Wealth Solutions
Wisconsin
$491 -$475 -1 -50%
PWMG
1418
Private Wealth Management Group
New Jersey
$491
RPA
1419
Redwood Park Advisors
California
$491
ACA
1420
American Capital Advisory
Idaho
$491 +$475 +1 New
RS
1421
Rakuten Securities
Japan
$490 -$475 -1 -50%
HFS
1422
Hughes Financial Services
Virginia
$490
APW
1423
Aventura Private Wealth
Florida
$490 +$475 +1 New
YDMI
1424
Y.D. More Investments
Israel
$103 -$4.27K -9 -12%
CLGM
1425
Capitolis Liquid Global Markets
New York
-$13.8M -28,000 Closed