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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
Bessemer Group
401
Bessemer Group
New Jersey
$3M
ZF
402
Zhang Financial
Michigan
$3M
CG
403
Caprock Group
Idaho
$2.99M
BO
404
Bank OZK
Arkansas
$2.98M
FB
405
Fulton Bank
Pennsylvania
$2.96M
CAM
406
Carret Asset Management
New York
$2.92M
FM
407
Family Management
New York
$2.89M
MYAM
408
Meiji Yasuda Asset Management
Japan
$2.87M
UCFA
409
United Capital Financial Advisors
Texas
$2.85M
CPCPP
410
Canada Post Corporation Pension Plan
Canada
$2.85M
Kayne Anderson Rudnick Investment Management
411
Kayne Anderson Rudnick Investment Management
California
$2.83M
KAS
412
Kestra Advisory Services
Texas
$2.83M
NAM
413
NorthCrest Asset Manangement
Minnesota
$2.81M
BL
414
BFSG LLC
California
$2.76M
IWC
415
Integrated Wealth Concepts
Massachusetts
$2.75M
CAM
416
Cresset Asset Management
Illinois
$2.74M
Baird Financial Group
417
Baird Financial Group
Wisconsin
$2.73M
ACP
418
Aviance Capital Partners
Florida
$2.69M
SC
419
Savant Capital
Illinois
$2.68M
DZ Bank
420
DZ Bank
Germany
$2.66M
NFG
421
Nations Financial Group
Iowa
$2.66M
CT
422
Caldwell Trust
Florida
$2.62M
AIC
423
Aurora Investment Counsel
Georgia
$2.55M
IIM
424
INTECH Investment Management
Florida
$2.55M
NB
425
Norinchukin Bank
Japan
$2.54M