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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
PCM
701
Polymer Capital Management
New York
$667K
Dodge & Cox
702
Dodge & Cox
California
$667K
II
703
Ibex Investors
Colorado
$667K
SRL
704
Scientech Research LLC
New Jersey
$662K
PPW
705
Parcion Private Wealth
Washington
$659K
PI
706
PFG Investments
New York
$658K
TE
707
Tema ETFs
New York
$657K
ETC
708
Exchange Traded Concepts
Oklahoma
$655K
EW
709
Elyxium Wealth
California
$655K
BFO
710
Boston Family Office
Massachusetts
$648K
PPWP
711
Premier Path Wealth Partners
New Jersey
$645K
KCM
712
Kornitzer Capital Management
Kansas
$644K
AWM
713
Accel Wealth Management
Iowa
$643K
BP
714
Ballentine Partners
Massachusetts
$640K
RFA
715
ROI Financial Advisors
Oregon
$640K
IAS
716
Insigneo Advisory Services
Florida
$639K
Capstone Investment Advisors
717
Capstone Investment Advisors
New York
$635K
MG
718
Mather Group
Illinois
$628K
CA
719
Crewe Advisors
Utah
$626K
ORI
720
Oak Ridge Investments
Illinois
$625K
SCA
721
Strathmore Capital Advisors
North Carolina
$625K
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$622K
IAN
723
Integrated Advisors Network
Texas
$620K
TSS
724
Two Sigma Securities
New York
$619K
LWM
725
Lyell Wealth Management
California
$619K