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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
17.04%
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
RCM
401
Radnor Capital Management
Pennsylvania
$3.01M
VA
402
Vident Advisory
Georgia
$3.01M +$251K +520 +8%
JIC
403
Johnson Investment Counsel
Ohio
$3.01M +$1.93K +4 +0.1%
Bessemer Group
404
Bessemer Group
New Jersey
$3M -$28.9K -60 -0.9%
ZF
405
Zhang Financial
Michigan
$3M +$595K +1,235 +22%
CG
406
Caprock Group
Idaho
$2.99M +$110K +228 +4%
BO
407
Bank OZK
Arkansas
$2.98M +$236K +489 +8%
FB
408
Fulton Bank
Pennsylvania
$2.96M -$63.6K -132 -2%
CAM
409
Carret Asset Management
New York
$2.92M
FM
410
Family Management
New York
$2.89M +$33.3K +69 +1%
MYAM
411
Meiji Yasuda Asset Management
Japan
$2.87M +$3.12M +6,465 New
UCFA
412
United Capital Financial Advisors
Texas
$2.85M +$845K +1,754 +38%
CPCPP
413
Canada Post Corporation Pension Plan
Canada
$2.85M
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$2.83M -$1.23M -2,545 -29%
KAS
415
Kestra Advisory Services
Texas
$2.83M -$1.6M -3,322 -34%
NAM
416
NorthCrest Asset Manangement
Minnesota
$2.81M -$712K -1,478 -19%
BL
417
BFSG LLC
California
$2.76M +$109K +226 +4%
IWC
418
Integrated Wealth Concepts
Massachusetts
$2.75M +$1.62M +3,369 +120%
CAM
419
Cresset Asset Management
Illinois
$2.74M -$81.4K -169 -3%
Pacer Advisors
420
Pacer Advisors
Pennsylvania
$2.73M -$1.37M -2,844 -32%
Baird Financial Group
421
Baird Financial Group
Wisconsin
$2.73M -$444K -921 -13%
ACP
422
Aviance Capital Partners
Florida
$2.69M +$24.1K +50 +0.8%
SC
423
Savant Capital
Illinois
$2.68M +$141K +292 +5%
DZ Bank
424
DZ Bank
Germany
$2.66M -$1.23M -2,554 -30%
NFG
425
Nations Financial Group
Iowa
$2.66M +$63.1K +131 +2%