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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
AIC
1476
Archer Investment Corporation
Indiana
-$243K -494 Closed
PIA
1477
Perennial Investment Advisors
California
-$239K -487 Closed
TCWA
1478
Turtle Creek Wealth Advisors
Texas
-$237K -483 Closed
FFM
1479
Fullerton Fund Management
Singapore
-$235K -478 Closed
WG
1480
Warner Group
Connecticut
-$233K -473 Closed
TWA
1481
TCI Wealth Advisors
Arizona
-$229K -467 Closed
SB
1482
Strategic Blueprint
Georgia
-$228K -465 Closed
SWM
1483
SeaCrest Wealth Management
New York
-$218K -445 Closed
FMLI
1484
Fukoku Mutual Life Insurance
Japan
-$214K -435 Closed
SMA
1485
Seven Mile Advisory
New Jersey
-$208K -422 Closed
NC
1486
North Capital
Utah
-$179K -364 Closed
BC
1487
Bayforest Capital
United Kingdom
-$112K -227 Closed
HFS
1488
Hopwood Financial Services
Virginia
-$106K -215 Closed
ABWM
1489
Alpine Bank Wealth Management
Colorado
-$99.2K -202 Closed
BCP
1490
BSN Capital Partners
United Kingdom
-$99.9K -193 Closed
JWM
1491
JPL Wealth Management
Colorado
-$81.5K -166 Closed
IUHSA
1492
Itau Unibanco Holding S.A.
Brazil
-$53.5K -109 Closed
CTC
1493
Corundum Trust Company
South Dakota
-$49.1K -100 Closed
HWA
1494
Heartwood Wealth Advisors
Virginia
-$31.9K -65 Closed
Walleye Capital
1495
Walleye Capital
New York
-$29.9K -63 Closed
AAG
1496
Accordant Advisory Group
Maryland
-$29.5K -60 Closed
Bank Julius Baer & Co
1497
Bank Julius Baer & Co
Switzerland
-$27K -55 Closed
RA
1498
Rise Advisors
New York
-$27K -55 Closed
MSG
1499
Main Street Group
Virginia
-$13.5K -28 Closed
FIM
1500
FWL Investment Management
Texas
-$12.3K -25 Closed