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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
AFP
801
Ausdal Financial Partners
Iowa
$479K -$46.3K -96 -8%
EH
802
Equitable Holdings
New York
$478K +$123K +255 +35%
IBOK
803
Independence Bank of Kentucky
Kentucky
$476K -$7.23K -15 -1%
WIS
804
Wright Investors Service
Connecticut
$473K -$302K -627 -37%
HI
805
Harbour Investments
Wisconsin
$472K +$43.4K +90 +9%
CIBC World Market
806
CIBC World Market
Ontario, Canada
$472K -$1.76M -3,645 -77%
PFBT
807
Parkside Financial Bank & Trust
Missouri
$470K -$40K -83 -7%
DCM
808
Dorato Capital Management
Colorado
$469K
BCM
809
Becker Capital Management
Oregon
$469K -$19.8K -41 -4%
CTC
810
Cetera Trust Company
Minnesota
$467K
SGAM
811
Smith Group Asset Management
Texas
$467K +$506K +1,050 New
BFG
812
Beacon Financial Group
Texas
$463K -$10.6K -22 -2%
IA
813
IFP Advisors
Florida
$462K -$179K -372 -26%
GWM
814
Gibbs Wealth Management
Georgia
$459K +$497K +1,032 New
OF
815
Optimize Financial
California
$455K +$43.4K +90 +10%
DO
816
denkapparat Operations
Germany
$454K -$176K -366 -26%
SWM
817
Sterling Wealth Management
Illinois
$454K +$482 +1 +0.1%
LWP
818
Laurel Wealth Planning
Minnesota
$453K +$491K +1,019 New
IRP
819
Investment Research Partners
Pennsylvania
$452K -$38.1K -79 -7%
AP
820
Anchyra Partners
Georgia
$452K -$5.3K -11 -1%
QFA
821
Quantum Financial Advisors
California
$452K -$482 -1 -0.1%
FBFS
822
First Business Financial Services
Wisconsin
$451K
AFG
823
Atomi Financial Group
New York
$451K -$26.5K -55 -5%
FSA
824
Fort Sheridan Advisors
Illinois
$451K
ST
825
Somerset Trust
Pennsylvania
$451K +$1.45K +3 +0.3%