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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
CT
426
Caldwell Trust
Florida
$2.62M +$243K +505 +9%
AIC
427
Aurora Investment Counsel
Georgia
$2.55M -$89.6K -186 -3%
IIM
428
INTECH Investment Management
Florida
$2.55M +$937K +1,944 +51%
NB
429
Norinchukin Bank
Japan
$2.54M -$59.8K -124 -2%
VAS
430
Vestmark Advisory Solutions
Massachusetts
$2.53M -$173K -358 -6%
OAM
431
Oppenheimer Asset Management
New York
$2.5M -$295K -613 -10%
PA
432
Procyon Advisors
Connecticut
$2.46M -$393K -816 -13%
MSU
433
Mizuho Securities USA
New York
$2.45M -$600K -1,246 -18%
CCM
434
Campbell Capital Management
Florida
$2.44M +$1.72M +3,568 +185%
BWP
435
BlueStem Wealth Partners
Minnesota
$2.44M -$46.3K -96 -2%
IAA
436
Independent Advisor Alliance
North Carolina
$2.42M -$83.8K -174 -3%
GF
437
Gabelli Funds
New York
$2.38M +$53.5K +111 +2%
CTA
438
Chesley Taft & Associates
Illinois
$2.37M
N
439
Numerai
California
$2.36M +$812K +1,686 +46%
LTAS
440
Linden Thomas Advisory Services
North Carolina
$2.36M +$494K +1,026 +24%
HAI
441
Hennessy Advisors Inc
California
$2.36M +$2.55M +5,300 New
MC
442
Machina Capital
France
$2.35M +$1.96M +4,064 +332%
GIM
443
Goelzer Investment Management
Indiana
$2.34M +$2.54M +5,272 New
SCP
444
Sivia Capital Partners
California
$2.32M +$1.29M +2,675 +105%
HIMCH
445
Hartford Investment Management Co (HIMCO)
Connecticut
$2.31M -$72.3K -150 -3%
BCI
446
Brinker Capital Investments
Pennsylvania
$2.31M -$786K -1,631 -24%
CP
447
CenterBook Partners
Connecticut
$2.3M +$2.5M +5,180 New
EAM
448
Erste Asset Management
Austria
$2.27M -$14.1M -29,250 -85%
BS
449
Banco Santander
Spain
$2.25M -$279K -579 -10%
STA
450
Summit Trail Advisors
New York
$2.24M +$333K +691 +16%