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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
LWM
726
Lyell Wealth Management
California
$619K
3IP
727
3Chopt Investment Partners
Virginia
$616K +$121K +252 +22%
MWM
728
Mission Wealth Management
California
$614K +$25.5K +53 +4%
NS
729
NBC Securities
Alabama
$614K +$18.8K +39 +3%
JSW
730
Journey Strategic Wealth
New Jersey
$612K +$67.9K +141 +11%
PCM
731
Pointe Capital Management
Michigan
$610K
SWP
732
Sagespring Wealth Partners
Tennessee
$608K +$35.2K +73 +6%
WS
733
Wedbush Securities
California
$598K -$115K -238 -15%
EPW
734
Evolve Private Wealth
California
$596K +$155K +321 +31%
GVAG
735
Great Valley Advisor Group
Delaware
$595K -$12K -25 -2%
SI
736
Stephens Inc
Arkansas
$594K -$14.9K -31 -2%
SWM
737
Spire Wealth Management
Virginia
$593K +$95.4K +198 +17%
ATC
738
Argent Trust Co
Tennessee
$587K -$172K -357 -21%
PCMNC
739
Piedmont Capital Management (North Carolina)
North Carolina
$587K
RSWM
740
Robertson Stephens Wealth Management
California
$584K +$482 +1 +0.1%
BAAM
741
Baker Avenue Asset Management
California
$581K +$629K +1,306 New
CFP
742
Catalyst Financial Partners
Massachusetts
$578K -$17.3K -36 -3%
NWM
743
Northcape Wealth Management
New York
$578K
COCM
744
Charter Oak Capital Management
New Hampshire
$575K +$964 +2 +0.2%
PCIA
745
Prime Capital Investment Advisors
Kansas
$573K -$11.6K -24 -2%
LCGC
746
Legacy Capital Group California
California
$572K -$89.6K -186 -13%
PI
747
Pettee Investors
Connecticut
$570K
PTC
748
Private Trust Company
Ohio
$568K +$65.1K +135 +12%
NWWA
749
New Wave Wealth Advisors
Arkansas
$568K +$197K +409 +47%
OPA
750
Old Port Advisors
Maine
$565K +$6.75K +14 +1%