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Ameriprise Financial

1,383 hedge funds and large institutions have $34.9B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 477 increasing their positions, 507 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 86.07%86.07% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 507

3% less funds holding

Funds holding: 1,4241,383 (-41)

11% less capital invested

Capital invested by funds: $39.2B → $34.9B (-$4.36B)

12% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 134

15% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $45.7M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
1,383
Holders Change
-41
Holders Change %
-2.88%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
118
Increased
477
Reduced
507
Closed
134
Calls
$39.1M
Puts
$45.7M
Net Calls
-$6.65M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.83B -$113M -235,285 -3%
VCM
2
Vanguard Capital Management
Pennsylvania
$2.64B +$2.86B +5,932,051 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$2.33B +$2.53B +5,254,197 New
State Street
4
State Street
Massachusetts
$2.04B +$110M +229,187 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.27B +$27.8M +57,697 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$983M -$48.3M -100,253 -4%
Morgan Stanley
7
Morgan Stanley
New York
$893M -$43M -89,170 -4%
N
8
Nuveen
North Carolina
$666M +$290M +600,946 +67%
AQR Capital Management
9
AQR Capital Management
Connecticut
$653M +$188M +389,445 +36%
Goldman Sachs
10
Goldman Sachs
New York
$649M +$219M +453,690 +45%
JP Morgan Chase
11
JP Morgan Chase
New York
$640M -$868M -1,800,914 -55%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$543M +$46.6M +96,663 +9%
UBS Group
13
UBS Group
Switzerland
$518M +$69.2M +143,661 +14%
Boston Partners
14
Boston Partners
Massachusetts
$514M -$7.56M -15,692 -1%
Northern Trust
15
Northern Trust
Illinois
$501M -$41.5M -86,194 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$467M +$37.9M +78,597 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$455M +$9.51M +19,731 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$437M +$74.5M +154,659 +19%
Invesco
19
Invesco
Georgia
$410M +$44.1M +91,511 +11%
Deutsche Bank
20
Deutsche Bank
Germany
$403M +$31.6M +65,477 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$359M +$360K +748 +0.1%
UBS AM
22
UBS AM
Illinois
$353M +$3M +6,216 +0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$319M -$3.49M -7,237 -1%
Millennium Management
24
Millennium Management
New York
$304M +$91.3M +189,427 +38%
LAM
25
Lyrical Asset Management
New York
$297M -$25.1M -52,158 -7%