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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
OIA
651
OneDigital Investment Advisors
Kansas
$872K
UAML
652
US Asset Management LLC
Pennsylvania
$859K
PP
653
Prudential plc
United Kingdom
$833K
FPCP
654
Fort Point Capital Partners
California
$828K
1C
655
111 Capital
France
$825K
LT
656
Legacy Trust
Michigan
$821K
NG
657
Norden Group
Utah
$817K
RWM
658
Ritholtz Wealth Management
New York
$817K
SCA
659
Snowden Capital Advisors
New York
$811K
RIL
660
Rothschild Investment LLC
Illinois
$808K
MGIA
661
Moneta Group Investment Advisors
Missouri
$803K
PA
662
Pinnacle Associates
New York
$800K
QC
663
Quent Capital
New York
$796K
VST
664
Van Strum & Towne
California
$795K
HCMG
665
Howard Capital Management Group
California
$794K
WC
666
Westerkirk Capital
$784K
ACM
667
Aquatic Capital Management
Illinois
$772K
CIP
668
Convergence Investment Partners
Florida
$771K
FCBT
669
First Citizens Bank & Trust
North Carolina
$769K
KF
670
Krilogy Financial
Missouri
$768K
CSP
671
Cary Street Partners
Virginia
$768K
LFG
672
Larson Financial Group
Missouri
$762K
ST
673
Smithfield Trust
Pennsylvania
$761K
WANY
674
Wealthspire Advisors (New York)
New York
$754K
AT
675
Adelphi Trust
Florida
$754K