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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
CIA
626
Concurrent Investment Advisors
Florida
$970K
BW
627
Basepoint Wealth
Iowa
$969K
TCA
628
Transcend Capital Advisors
New Jersey
$966K
TG
629
TCW Group
California
$959K
SL
630
Sentinus LLC
Illinois
$953K
OC
631
Opal Capital
Florida
$947K
MFIM
632
Mesirow Financial Investment Management
Illinois
$945K
NG
633
Novem Group
New York
$937K
BCV
634
Banque Cantonale Vaudoise
Switzerland
$934K
FCG
635
Fielder Capital Group
Tennessee
$930K
AWA
636
Adapt Wealth Advisors
Georgia
$930K
O
637
Ossiam
France
$910K
BHC
638
Bull Harbor Capital
Maryland
$908K
AssetMark Inc
639
AssetMark Inc
California
$905K
WA
640
Waddell & Associates
Tennessee
$903K
RRA
641
Round Rock Advisors
Connecticut
$899K
PCS
642
Personal CFO Solutions
New Jersey
$899K
KA
643
Kintegral Advisory
New York
$895K
MCM
644
Manchester Capital Management
Vermont
$892K
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$892K
GAM
646
Guinness Asset Management
United Kingdom
$890K
AWM
647
AE Wealth Management
Kansas
$883K
EWM
648
Empirical Wealth Management
Washington
$882K
SIM
649
Stratos Investment Management
Ohio
$874K
ECM
650
Evergreen Capital Management
Washington
$873K