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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
AAM
626
Advisors Asset Management
Colorado
$982K -$20.2K -42 -2%
CIA
627
Concurrent Investment Advisors
Florida
$970K +$16.4K +34 +2%
BW
628
Basepoint Wealth
Iowa
$969K +$3.37K +7 +0.3%
TCA
629
Transcend Capital Advisors
New Jersey
$966K +$80.5K +167 +8%
TG
630
TCW Group
California
$959K -$15.4K -32 -1%
SL
631
Sentinus LLC
Illinois
$953K +$143K +296 +16%
OC
632
Opal Capital
Florida
$947K +$840K +1,744 +452%
MFIM
633
Mesirow Financial Investment Management
Illinois
$945K -$11.1K -23 -1%
NG
634
Novem Group
New York
$937K +$51.6K +107 +5%
BCV
635
Banque Cantonale Vaudoise
Switzerland
$934K +$725K +1,505 +252%
FCG
636
Fielder Capital Group
Tennessee
$930K +$9.16K +19 +0.9%
AWA
637
Adapt Wealth Advisors
Georgia
$930K +$30.8K +64 +3%
O
638
Ossiam
France
$910K +$362K +752 +58%
BHC
639
Bull Harbor Capital
Maryland
$908K +$984K +2,043 New
AssetMark Inc
640
AssetMark Inc
California
$905K +$7.71K +16 +0.8%
WA
641
Waddell & Associates
Tennessee
$903K +$429K +890 +78%
RRA
642
Round Rock Advisors
Connecticut
$899K
PCS
643
Personal CFO Solutions
New Jersey
$899K +$15.9K +33 +2%
KA
644
Kintegral Advisory
New York
$895K -$42.9K -89 -4%
MCM
645
Manchester Capital Management
Vermont
$892K -$3.85K -8 -0.4%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$892K +$488K +1,012 +102%
GAM
647
Guinness Asset Management
United Kingdom
$890K -$10.1K -21 -1%
AWM
648
AE Wealth Management
Kansas
$883K -$1.09M -2,254 -53%
EWM
649
Empirical Wealth Management
Washington
$882K +$43.9K +91 +5%
SIM
650
Stratos Investment Management
Ohio
$874K +$149K +309 +19%