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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
17.03%
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
CB
501
CNB Bank
Pennsylvania
$1.78M +$13K +27 +0.7%
PGCM
502
Prescott Group Capital Management
Oklahoma
$1.78M
FPAS
503
Focus Partners Advisor Solutions
Missouri
$1.77M +$580K +1,204 +43%
KPWS
504
Kestra Private Wealth Services
Texas
$1.77M -$380K -789 -17%
PEAK6
505
PEAK6
Illinois
$1.76M +$1.91M +3,963 New
RA
506
RFG Advisory
Alabama
$1.76M +$947K +1,966 +99%
SW
507
SVB Wealth
Massachusetts
$1.75M -$14.9K -31 -0.8%
PIM
508
Penobscot Investment Management
Massachusetts
$1.75M +$90.1K +187 +5%
LOWM
509
Laurel Oak Wealth Management
New Jersey
$1.73M +$149K +309 +9%
WCBA
510
Weaver C. Barksdale & Associates
Tennessee
$1.73M +$106K +221 +6%
CFB
511
Cullen/Frost Bankers
Texas
$1.72M +$54.9K +114 +3%
TIAAOA
512
Teachers Insurance & Annuity Association of America
New York
$1.72M
CIC
513
Chilton Investment Company
Connecticut
$1.69M -$17.3K -36 -0.9%
KSB
514
Kennebec Savings Bank
Maine
$1.68M +$35.2K +73 +2%
CRC
515
Curi RMB Capital
Illinois
$1.67M -$216K -449 -11%
MBT
516
Montecito Bank & Trust
California
$1.67M -$309K -641 -15%
CWM
517
Chemistry Wealth Management
New York
$1.67M
HP
518
Hilltop Partners
Indiana
$1.65M +$94K +195 +6%
PMA
519
Prudent Man Advisors
Illinois
$1.65M +$634K +1,315 +55%
FTWA
520
Fifth Third Wealth Advisors
Ohio
$1.65M -$72.3K -150 -4%
UB
521
UMB Bank
Missouri
$1.64M +$45.3K +94 +3%
VI
522
Vestcor Inc
New Brunswick, Canada
$1.61M +$479K +994 +38%
DILIC
523
Dai-ichi Life Insurance Company
Japan
$1.6M
CIC
524
Chase Investment Counsel
Virginia
$1.6M +$289K +600 +20%
RBI
525
Raiffeisen Bank International
Austria
$1.59M +$1.04M +2,153 +145%