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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
PCA
776
Pallas Capital Advisors
Massachusetts
$520K
KI
777
KTF Investments
California
$518K
VFA
778
Valeo Financial Advisors
Indiana
$516K
QI
779
Qtron Investments
Massachusetts
$515K
FCM
780
Fire Capital Management
California
$511K
BPCE
781
Bank Pictet & Cie (Europe)
Germany
$511K
SWM
782
Segment Wealth Management
Texas
$509K
FHA
783
Flagship Harbor Advisors
Massachusetts
$508K
WIC
784
Woodmont Investment Counsel
Tennessee
$507K
EI
785
Ellevest Inc
New York
$504K
BAM
786
Berkshire Asset Management
Pennsylvania
$501K
SPF
787
South Plains Financial
Texas
$496K
OIS
788
OneAscent Investment Solutions
Alabama
$494K
MWM
789
Modera Wealth Management
New Jersey
$493K
NRS
790
Neville Rodie & Shaw
New York
$491K
DA
791
Denali Advisors
California
$490K
NC
792
nVerses Capital
Florida
$490K
PR
793
Payden & Rygel
California
$489K
FCA
794
Fortis Capital Advisors
Kansas
$484K
CCA
795
Checchi Capital Advisers
California
$483K
TAM
796
Trust Asset Management
Texas
$482K
AWM
797
Aries Wealth Management
Maine
$480K
EGA
798
Eagle Global Advisors
Texas
$480K
MPWS
799
McCarter Private Wealth Services
Massachusetts
$480K
AFP
800
Ausdal Financial Partners
Iowa
$479K