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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
WTC
776
WhitTier Trust Company
Nevada
$523K +$42.4K +88 +8%
PCA
777
Pallas Capital Advisors
Massachusetts
$520K -$158K -327 -22%
KI
778
KTF Investments
California
$518K -$116K -240 -17%
VFA
779
Valeo Financial Advisors
Indiana
$516K -$397K -823 -42%
QI
780
Qtron Investments
Massachusetts
$515K +$482 +1 +0.1%
FCM
781
Fire Capital Management
California
$511K
BPCE
782
Bank Pictet & Cie (Europe)
Germany
$511K +$87.7K +182 +19%
SWM
783
Segment Wealth Management
Texas
$509K +$20.7K +43 +4%
FHA
784
Flagship Harbor Advisors
Massachusetts
$508K -$22.6K -47 -4%
WIC
785
Woodmont Investment Counsel
Tennessee
$507K +$55.4K +115 +11%
EI
786
Ellevest Inc
New York
$504K +$65.5K +136 +14%
BAM
787
Berkshire Asset Management
Pennsylvania
$501K -$65.1K -135 -11%
SPF
788
South Plains Financial
Texas
$496K +$55.4K +115 +11%
OIS
789
OneAscent Investment Solutions
Alabama
$494K +$130K +269 +32%
MWM
790
Modera Wealth Management
New Jersey
$493K -$41.9K -87 -7%
NRS
791
Neville Rodie & Shaw
New York
$491K
DA
792
Denali Advisors
California
$490K +$531K +1,102 New
NC
793
nVerses Capital
Florida
$490K +$531K +1,102 New
PR
794
Payden & Rygel
California
$489K
FCA
795
Fortis Capital Advisors
Kansas
$484K +$525K +1,090 New
CCA
796
Checchi Capital Advisers
California
$483K +$55.4K +115 +12%
TAM
797
Trust Asset Management
Texas
$482K
AWM
798
Aries Wealth Management
Maine
$480K
EGA
799
Eagle Global Advisors
Texas
$480K -$9.64K -20 -2%
MPWS
800
McCarter Private Wealth Services
Massachusetts
$480K