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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
3IP
726
3Chopt Investment Partners
Virginia
$616K
MWM
727
Mission Wealth Management
California
$614K
NS
728
NBC Securities
Alabama
$614K
JSW
729
Journey Strategic Wealth
New Jersey
$612K
PCM
730
Pointe Capital Management
Michigan
$610K
SWP
731
Sagespring Wealth Partners
Tennessee
$608K
WS
732
Wedbush Securities
California
$598K
EPW
733
Evolve Private Wealth
California
$596K
GVAG
734
Great Valley Advisor Group
Delaware
$595K
SI
735
Stephens Inc
Arkansas
$594K
SWM
736
Spire Wealth Management
Virginia
$593K
ATC
737
Argent Trust Co
Tennessee
$587K
PCMNC
738
Piedmont Capital Management (North Carolina)
North Carolina
$587K
RSWM
739
Robertson Stephens Wealth Management
California
$584K
BAAM
740
Baker Avenue Asset Management
California
$581K
CFP
741
Catalyst Financial Partners
Massachusetts
$578K
NWM
742
Northcape Wealth Management
New York
$578K
COCM
743
Charter Oak Capital Management
New Hampshire
$575K
PCIA
744
Prime Capital Investment Advisors
Kansas
$573K
LCGC
745
Legacy Capital Group California
California
$572K
PI
746
Pettee Investors
Connecticut
$570K
PTC
747
Private Trust Company
Ohio
$568K
NWWA
748
New Wave Wealth Advisors
Arkansas
$568K
OPA
749
Old Port Advisors
Maine
$565K
1832 Asset Management
750
1832 Asset Management
Ontario, Canada
$562K