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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
PNC
676
Park National Corp
Ohio
$754K
ST
677
Spinnaker Trust
Maine
$749K
MFGM
678
Marshall Financial Group (Maryland)
Maryland
$736K
AA
679
Ancora Advisors
Ohio
$733K
TM
680
TigerOak Management
New Mexico
$731K
CWP
681
Cyndeo Wealth Partners
Florida
$726K
PWM
682
Parkshore Wealth Management
California
$718K
SC
683
Searle & Co
Connecticut
$718K
FRA
684
Frank Rimerman Advisors
California
$717K
PCM
685
Pennsylvania Capital Management
Pennsylvania
$714K
SAI
686
Savvy Advisors Inc
New York
$713K
GWMR
687
GC Wealth Management RIA
Massachusetts
$712K
EAM
688
Empirical Asset Management
Massachusetts
$708K
GC
689
Grimes & Company
Massachusetts
$707K
SCM
690
SKBA Capital Management
California
$707K
DJSG
691
D.J. St. Germain
Massachusetts
$707K
HW
692
Hancock Whitney
Mississippi
$700K
AA
693
Armis Advisers
Georgia
$697K
LOAMS
694
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K
MWM
695
Modern Wealth Management
Kansas
$697K
MW
696
Marble Wealth
Alabama
$692K
EW
697
Evoke Wealth
California
$691K
FCB
698
First County Bank
Connecticut
$690K
FBT
699
First Bank & Trust
South Dakota
$690K
ECM
700
Everence Capital Management
Indiana
$684K