We are live on ! Find out more
AMP icon

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
WB
751
WesBanco Bank
West Virginia
$562K
TCA
752
Trifecta Capital Advisors
Illinois
$560K
AWA
753
Aaron Wealth Advisors
Illinois
$557K
PCH
754
PGIM Custom Harvest
New Jersey
$553K
CIS
755
Custom Index Systems
New York
$552K
MMA
756
Miracle Mile Advisors
California
$548K
EWS
757
Evergreen Wealth Solutions
Pennsylvania
$546K
PWMAG
758
Pinnacle Wealth Management Advisory Group
New Jersey
$545K
WSCM
759
Wellington Shields Capital Management
New York
$542K
NSUP
760
NLB Skladi upravljanje premozenja
$542K
BTWM
761
Baker Tilly Wealth Management
Wisconsin
$540K
JTWM
762
Jackson Thornton Wealth Management
Alabama
$539K
SAM
763
Synergy Asset Management
Washington
$537K
SWP
764
Stratos Wealth Partners
Ohio
$536K
MAM
765
McLean Asset Management
Virginia
$535K
EB
766
Eastern Bank
Massachusetts
$534K
WC
767
Weil Company
California
$533K
CC
768
Centiva Capital
New York
$532K
BBA
769
BLB&B Advisors
Pennsylvania
$529K
WJWM
770
Williams Jones Wealth Management
New York
$529K
RG
771
Rathbones Group
United Kingdom
$528K
CLIP
772
Colter Lewis Investment Partners
Connecticut
$528K
FNBOO
773
First National Bank of Omaha
Nebraska
$528K
DWM
774
Drive Wealth Management
Utah
$524K
WTC
775
WhitTier Trust Company
Nevada
$523K