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Ameriprise Financial

1,382 hedge funds and large institutions have $34.8B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 477 increasing their positions, 506 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: $ → $

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
1,382
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
PGCM
501
Prescott Group Capital Management
Oklahoma
$1.78M
FPAS
502
Focus Partners Advisor Solutions
Missouri
$1.77M
KPWS
503
Kestra Private Wealth Services
Texas
$1.77M
PEAK6
504
PEAK6
Illinois
$1.76M
RA
505
RFG Advisory
Alabama
$1.76M
SW
506
SVB Wealth
Massachusetts
$1.75M
PIM
507
Penobscot Investment Management
Massachusetts
$1.75M
LOWM
508
Laurel Oak Wealth Management
New Jersey
$1.73M
WCBA
509
Weaver C. Barksdale & Associates
Tennessee
$1.73M
CFB
510
Cullen/Frost Bankers
Texas
$1.72M
TIAAOA
511
Teachers Insurance & Annuity Association of America
New York
$1.72M
CIC
512
Chilton Investment Company
Connecticut
$1.69M
KSB
513
Kennebec Savings Bank
Maine
$1.68M
CRC
514
Curi RMB Capital
Illinois
$1.67M
MBT
515
Montecito Bank & Trust
California
$1.67M
CWM
516
Chemistry Wealth Management
New York
$1.67M
HP
517
Hilltop Partners
Indiana
$1.65M
PMA
518
Prudent Man Advisors
Illinois
$1.65M
FTWA
519
Fifth Third Wealth Advisors
Ohio
$1.65M
UB
520
UMB Bank
Missouri
$1.64M
VI
521
Vestcor Inc
New Brunswick, Canada
$1.61M
DILIC
522
Dai-ichi Life Insurance Company
Japan
$1.6M
CIC
523
Chase Investment Counsel
Virginia
$1.6M
RBI
524
Raiffeisen Bank International
Austria
$1.59M
CL
525
CSS LLC
Illinois
$1.59M