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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
CPW
451
Cove Private Wealth
New York
$2.2M
FDS
452
Freedom Day Solutions
Texas
$2.17M
TCM
453
Twin Capital Management
Pennsylvania
$2.17M
I
454
InceptionR
California
$2.15M
LCM
455
Leisure Capital Management
California
$2.15M
GC
456
Guggenheim Capital
Illinois
$2.15M
FLPIM
457
F.L. Putnam Investment Management
Massachusetts
$2.12M
BFS
458
Bradley Foster & Sargent
Connecticut
$2.1M
HA
459
Harfst & Associates
Wyoming
$2.09M
SWASL
460
Spartan Wealth Advisory Services LLC
Michigan
$2.09M
LSERS
461
Louisiana State Employees Retirement System
Louisiana
$2.09M
GI
462
GAMMA Investing
California
$2.06M
LIM
463
Loudon Investment Management
New Hampshire
$2.06M
IAS
464
IMA Advisory Services
Colorado
$2.06M
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$2.05M
BHCM
466
Brevan Howard Capital Management
Jersey
$2M
AWM
467
Apollon Wealth Management
South Carolina
$1.99M
CT
468
Chicago Trust
Illinois
$1.98M
CFG
469
Citizens Financial Group
Rhode Island
$1.97M
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$1.95M
RWP
471
RWA Wealth Partners
Massachusetts
$1.94M
CWM
472
Connecticut Wealth Management
Connecticut
$1.94M
WG
473
Winton Group
United Kingdom
$1.93M
BCM
474
Bridgeway Capital Management
Texas
$1.93M
AEPWM
475
Atlantic Edge Private Wealth Management
Florida
$1.93M