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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
BGC
26
Beutel, Goodman & Co
Ontario, Canada
$293M
Bank of America
27
Bank of America
North Carolina
$289M
Charles Schwab
28
Charles Schwab
California
$273M
American Century Companies
29
American Century Companies
Missouri
$273M
Legal & General Group
30
Legal & General Group
United Kingdom
$273M
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$258M
HSBC Holdings
32
HSBC Holdings
United Kingdom
$238M
VFT
33
Vanguard Fiduciary Trust
Pennsylvania
$234M
Amundi
34
Amundi
France
$201M
TD Asset Management
35
TD Asset Management
Ontario, Canada
$178M
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$178M
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$173M
SEI Investments
38
SEI Investments
Pennsylvania
$160M
Barclays
39
Barclays
United Kingdom
$145M
Lazard Asset Management
40
Lazard Asset Management
New York
$144M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$140M
Man Group
42
Man Group
United Kingdom
$140M
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$136M
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$136M
LSV Asset Management
45
LSV Asset Management
Illinois
$134M
MIHAS
46
Maj Invest Holding A/S
Denmark
$132M
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$129M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124M
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$124M
CAM
50
Close Asset Management
United Kingdom
$123M