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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.01B -$51.8M -109,130 -0.9%
BlackRock
2
BlackRock
New York
$4.35B -$61M -128,636 -1%
State Street
3
State Street
Massachusetts
$2.14B -$26.9M -56,672 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.6B -$732M -1,543,309 -32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.38B -$12.1M -25,393 -0.9%
Aristotle Capital Management
6
Aristotle Capital Management
California
$1.13B -$55.9M -117,725 -5%
Morgan Stanley
7
Morgan Stanley
New York
$1.03B -$45M -94,765 -4%
Norges Bank
8
Norges Bank
Norway
$742M +$719M +1,514,129 New
Northern Trust
9
Northern Trust
Illinois
$595M -$12.8M -27,036 -2%
Boston Partners
10
Boston Partners
Massachusetts
$574M -$10.3M -21,720 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$552M +$132M +278,696 +33%
AQR Capital Management
12
AQR Capital Management
Connecticut
$532M +$236M +496,319 +84%
UBS Group
13
UBS Group
Switzerland
$501M -$14.9M -31,451 -3%
Goldman Sachs
14
Goldman Sachs
New York
$493M -$29.2M -61,461 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$493M -$3.24M -6,824 -0.7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$477M +$3.29M +6,934 +0.7%
N
17
Nuveen
North Carolina
$440M -$44.2M -93,226 -9%
Deutsche Bank
18
Deutsche Bank
Germany
$413M -$10.5M -22,151 -3%
Invesco
19
Invesco
Georgia
$407M -$10.5M -22,093 -3%
First Trust Advisors
20
First Trust Advisors
Illinois
$406M +$181M +381,754 +85%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$395M +$8.66M +18,251 +2%
UBS AM
22
UBS AM
Illinois
$386M -$94.9M -199,922 -20%
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$356M +$88.5M +186,578 +35%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$355M -$43.8M -92,213 -11%
LAM
25
Lyrical Asset Management
New York
$353M -$18.5M -39,025 -5%