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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
701
Everence Capital Management
Indiana
$684K
PCM
702
Polymer Capital Management
New York
$667K -$1.83M -3,790 -72%
Dodge & Cox
703
Dodge & Cox
California
$667K
II
704
Ibex Investors
Colorado
$667K +$723K +1,500 New
SRL
705
Scientech Research LLC
New Jersey
$662K +$194K +402 +37%
PPW
706
Parcion Private Wealth
Washington
$659K +$33.3K +69 +5%
PI
707
PFG Investments
New York
$658K -$3.37K -7 -0.5%
TE
708
Tema ETFs
New York
$657K +$3.37K +7 +0.5%
ETC
709
Exchange Traded Concepts
Oklahoma
$655K +$482K +1,000 +211%
EW
710
Elyxium Wealth
California
$655K +$9.64K +20 +1%
BFO
711
Boston Family Office
Massachusetts
$648K +$703K +1,458 New
PPWP
712
Premier Path Wealth Partners
New Jersey
$645K +$62.6K +130 +10%
KCM
713
Kornitzer Capital Management
Kansas
$644K -$4.86M -10,085 -87%
AWM
714
Accel Wealth Management
Iowa
$643K +$2.41K +5 +0.3%
BP
715
Ballentine Partners
Massachusetts
$640K -$48.7K -101 -7%
RFA
716
ROI Financial Advisors
Oregon
$640K -$15.9K -33 -2%
IAS
717
Insigneo Advisory Services
Florida
$639K +$34.2K +71 +5%
Capstone Investment Advisors
718
Capstone Investment Advisors
New York
$635K +$246K +511 +56%
MG
719
Mather Group
Illinois
$628K -$40K -83 -6%
CA
720
Crewe Advisors
Utah
$626K
ORI
721
Oak Ridge Investments
Illinois
$625K -$1.93K -4 -0.3%
SCA
722
Strathmore Capital Advisors
North Carolina
$625K -$482 -1 -0.1%
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$622K +$378K +784 +127%
IAN
724
Integrated Advisors Network
Texas
$620K -$20.7K -43 -3%
TSS
725
Two Sigma Securities
New York
$619K +$671K +1,393 New