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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
AT
676
Adelphi Trust
Florida
$754K +$98.3K +204 +14%
PNC
677
Park National Corp
Ohio
$754K +$337K +700 +70%
ST
678
Spinnaker Trust
Maine
$749K
MFGM
679
Marshall Financial Group (Maryland)
Maryland
$736K +$13K +27 +2%
AA
680
Ancora Advisors
Ohio
$733K +$1.93K +4 +0.2%
TM
681
TigerOak Management
New Mexico
$731K
CWP
682
Cyndeo Wealth Partners
Florida
$726K -$18.8K -39 -2%
PWM
683
Parkshore Wealth Management
California
$718K
SC
684
Searle & Co
Connecticut
$718K
FRA
685
Frank Rimerman Advisors
California
$717K -$482 -1 -0.1%
PCM
686
Pennsylvania Capital Management
Pennsylvania
$714K
SAI
687
Savvy Advisors Inc
New York
$713K +$231K +479 +43%
GWMR
688
GC Wealth Management RIA
Massachusetts
$712K -$1.45K -3 -0.2%
EAM
689
Empirical Asset Management
Massachusetts
$708K +$768K +1,593 New
GC
690
Grimes & Company
Massachusetts
$707K +$25.5K +53 +3%
SCM
691
SKBA Capital Management
California
$707K -$217K -450 -22%
DJSG
692
D.J. St. Germain
Massachusetts
$707K -$17.3K -36 -2%
HW
693
Hancock Whitney
Mississippi
$700K
AA
694
Armis Advisers
Georgia
$697K -$57.3K -119 -7%
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K +$756K +1,569 New
MWM
696
Modern Wealth Management
Kansas
$697K +$45.3K +94 +6%
MW
697
Marble Wealth
Alabama
$692K -$72.3K -150 -9%
EW
698
Evoke Wealth
California
$691K +$234K +485 +45%
FCB
699
First County Bank
Connecticut
$690K +$336K +698 +82%
FBT
700
First Bank & Trust
South Dakota
$690K -$145K -300 -16%