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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
1832 Asset Management
751
1832 Asset Management
Ontario, Canada
$562K -$1.85M -3,833 -75%
WB
752
WesBanco Bank
West Virginia
$562K -$16.9K -35 -3%
TCA
753
Trifecta Capital Advisors
Illinois
$560K
AWA
754
Aaron Wealth Advisors
Illinois
$557K -$141K -292 -19%
PCH
755
PGIM Custom Harvest
New Jersey
$553K +$482 +1 +0.1%
CIS
756
Custom Index Systems
New York
$552K -$6.26K -13 -1%
MMA
757
Miracle Mile Advisors
California
$548K -$32.8K -68 -5%
EWS
758
Evergreen Wealth Solutions
Pennsylvania
$546K +$26K +54 +5%
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$545K +$165K +343 +39%
WSCM
760
Wellington Shields Capital Management
New York
$542K
NSUP
761
NLB Skladi upravljanje premozenja
$542K -$22.2K -46 -4%
BTWM
762
Baker Tilly Wealth Management
Wisconsin
$540K -$7.71K -16 -1%
JTWM
763
Jackson Thornton Wealth Management
Alabama
$539K +$277K +575 +91%
SAM
764
Synergy Asset Management
Washington
$537K +$582K +1,208 New
SWP
765
Stratos Wealth Partners
Ohio
$536K -$87.2K -181 -13%
MAM
766
McLean Asset Management
Virginia
$535K -$10.1K -21 -2%
EB
767
Eastern Bank
Massachusetts
$534K
WC
768
Weil Company
California
$533K
CC
769
Centiva Capital
New York
$532K +$576K +1,196 New
BBA
770
BLB&B Advisors
Pennsylvania
$529K -$7.23K -15 -1%
WJWM
771
Williams Jones Wealth Management
New York
$529K +$136K +282 +31%
RG
772
Rathbones Group
United Kingdom
$528K -$5.78K -12 -1%
CLIP
773
Colter Lewis Investment Partners
Connecticut
$528K
FNBOO
774
First National Bank of Omaha
Nebraska
$528K +$275K +570 +91%
DWM
775
Drive Wealth Management
Utah
$524K -$24.1K -50 -4%