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Ameriprise Financial

1,367 hedge funds and large institutions have $34.8B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 474 increasing their positions, 497 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 119 | 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
1,367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$45.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NHT
376
New Hampshire Trust
New Hampshire
$3.36M
BCWM
377
Bartlett & Co Wealth Management
Ohio
$3.35M
DWT
378
Dorsey & Whitney Trust
South Dakota
$3.34M
AV
379
ASR Vermogensbeheer
Netherlands
$3.33M
ET
380
Equitable Trust
Tennessee
$3.31M
HWM
381
HB Wealth Management
Georgia
$3.3M
TBA
382
Tower Bridge Advisors
Pennsylvania
$3.29M
GLR
383
Great Lakes Retirement
Ohio
$3.28M
QCM
384
QRG Capital Management
Illinois
$3.26M
EI
385
EDMP Inc
Florida
$3.22M
GIBU
386
Gulf International Bank (UK)
United Kingdom
$3.21M
OIMU
387
Osmosis Investment Management UK
United Kingdom
$3.19M
AF
388
Avanza Fonder
Sweden
$3.18M
MO
389
McMillan Office
Michigan
$3.18M
CFO
390
Callan Family Office
Pennsylvania
$3.16M
VNT
391
Vanguard National Trust
Pennsylvania
$3.12M
JWM
392
Jackson Wealth Management
Florida
$3.11M
LNWTC
393
Laird Norton Wetherby Trust Company
Washington
$3.09M
KC
394
Kepler Cheuvreux
$3.08M
RCIM
395
Red Cedar Investment Management
Michigan
$3.05M
Allspring Global Investments
396
Allspring Global Investments
North Carolina
$3.04M
Loomis, Sayles & Company
397
Loomis, Sayles & Company
Massachusetts
$3.03M
RCM
398
Radnor Capital Management
Pennsylvania
$3.01M
VA
399
Vident Advisory
Georgia
$3.01M
JIC
400
Johnson Investment Counsel
Ohio
$3.01M