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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
ECM
651
Evergreen Capital Management
Washington
$873K +$47.2K +98 +5%
OIA
652
OneDigital Investment Advisors
Kansas
$872K -$245K -509 -21%
UAML
653
US Asset Management LLC
Pennsylvania
$859K -$2.89K -6 -0.3%
PP
654
Prudential plc
United Kingdom
$833K
FPCP
655
Fort Point Capital Partners
California
$828K -$41K -85 -4%
1C
656
111 Capital
France
$825K +$894K +1,856 New
LT
657
Legacy Trust
Michigan
$821K -$482 -1 -0.1%
NG
658
Norden Group
Utah
$817K +$964 +2 +0.1%
RWM
659
Ritholtz Wealth Management
New York
$817K -$66K -137 -7%
SCA
660
Snowden Capital Advisors
New York
$811K -$137K -285 -14%
RIL
661
Rothschild Investment LLC
Illinois
$808K +$208K +432 +31%
MGIA
662
Moneta Group Investment Advisors
Missouri
$803K -$37.1K -77 -4%
PA
663
Pinnacle Associates
New York
$800K +$146K +302 +20%
QC
664
Quent Capital
New York
$796K -$47.2K -98 -5%
VST
665
Van Strum & Towne
California
$795K
HCMG
666
Howard Capital Management Group
California
$794K
WC
667
Westerkirk Capital
$784K -$65.5K -136 -7%
ACM
668
Aquatic Capital Management
Illinois
$772K -$3.1M -6,432 -79%
CIP
669
Convergence Investment Partners
Florida
$771K +$836K +1,735 New
FCBT
670
First Citizens Bank & Trust
North Carolina
$769K -$15.9K -33 -2%
KF
671
Krilogy Financial
Missouri
$768K -$191K -396 -19%
CSP
672
Cary Street Partners
Virginia
$768K -$964 -2 -0.1%
LFG
673
Larson Financial Group
Missouri
$762K -$106K -219 -11%
ST
674
Smithfield Trust
Pennsylvania
$761K
WANY
675
Wealthspire Advisors (New York)
New York
$754K -$462K -958 -36%