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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
CWM
476
Connecticut Wealth Management
Connecticut
$1.94M
WG
477
Winton Group
United Kingdom
$1.93M +$2.1M +4,354 New
BCM
478
Bridgeway Capital Management
Texas
$1.93M
AEPWM
479
Atlantic Edge Private Wealth Management
Florida
$1.93M -$10.1K -21 -0.5%
EFM
480
Eley Financial Management
Vermont
$1.92M +$15.9K +33 +0.8%
PFPG
481
Pinnacle Financial Partners (Georgia)
Georgia
$1.92M -$6.75K -14 -0.3%
PCA
482
Peddock Capital Advisors
Massachusetts
$1.92M -$6.26K -13 -0.3%
NMERB
483
New Mexico Educational Retirement Board
New Mexico
$1.9M
MAS
484
Meeder Advisory Services
Ohio
$1.9M -$106K -220 -5%
SPIA
485
Steward Partners Investment Advisory
New York
$1.9M +$479K +995 +30%
PA
486
Parallel Advisors
California
$1.89M -$964 -2 -0%
YP
487
YANKCOM Partnership
South Dakota
$1.89M +$93K +193 +5%
GDP
488
Great Diamond Partners
Maine
$1.89M -$40K -83 -2%
CA
489
Clearstead Advisors
Ohio
$1.87M +$10.6K +22 +0.5%
JCM
490
Jacobi Capital Management
Pennsylvania
$1.86M +$90.1K +187 +5%
KRS
491
Kentucky Retirement Systems
Kentucky
$1.85M +$4.85M +10,063 +168%
IG
492
ING Group
Netherlands
$1.84M -$68.4K -142 -3%
AC
493
AXQ Capital
New Jersey
$1.83M +$1.61M +3,334 +423%
CL
494
Choreo LLC
Illinois
$1.83M -$27.5K -57 -1%
BG
495
BDF Gestion
France
$1.83M
AWA
496
Arkadios Wealth Advisors
Georgia
$1.82M -$26.5K -55 -1%
CCM
497
Coldstream Capital Management
Washington
$1.81M -$175K -363 -8%
AF
498
Allworth Financial
California
$1.81M +$330K +684 +20%
PIM
499
Plato Investment Management
Australia
$1.81M +$12.5K +26 +0.6%
ALMGDA
500
AG2R La Mondiale Gestion d'Actifs
France
$1.79M +$80.5K +167 +4%