We are live on ! Find out more
AMP icon

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
HPBT
851
Hickory Point Bank & Trust
Illinois
$416K
HBT
852
Hills Bank & Trust
Iowa
$414K
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$412K +$482 +1 +0.1%
KWA
854
Kingswood Wealth Advisors
California
$409K +$30.4K +63 +7%
CFG
855
Carr Financial Group
Massachusetts
$407K +$3.85K +8 +0.9%
MB
856
MidFirst Bank
Oklahoma
$406K -$1.62M -3,358 -79%
EC
857
EntryPoint Capital
New York
$404K -$830K -1,722 -65%
HSA
858
HBK Sorce Advisory
Pennsylvania
$404K +$6.75K +14 +2%
BMC
859
Beaton Management Company
Massachusetts
$404K
KFP
860
KMG Fiduciary Partners
Ohio
$404K
CCG
861
Ceeto Capital Group
Florida
$400K
EFS
862
Essex Financial Services
Connecticut
$399K -$2.89K -6 -0.7%
FCP
863
Fidelis Capital Partners
Florida
$399K +$15.9K +33 +4%
RAM
864
Ramirez Asset Management
New York
$398K -$877K -1,819 -67%
LIM
865
Leavell Investment Management
Alabama
$397K
PPWM
866
PFG Private Wealth Management
Florida
$397K +$36.1K +75 +9%
PWP
867
Perfromance Wealth Partners
Illinois
$396K
BBA
868
Baader Bank Aktiengesellschaft
Germany
$394K +$428K +889 New
ACM
869
Advisors Capital Management
New Jersey
$393K +$17.8K +37 +4%
CI
870
Cigna Investments
Connecticut
$391K -$25.5K -53 -6%
PWAM
871
Private Wealth Asset Management
Iowa
$390K -$482 -1 -0.1%
SCM
872
Shelton Capital Management
Colorado
$389K
RFW
873
Rainier Family Wealth
Washington
$385K +$55.4K +115 +15%
BRWA
874
B. Riley Wealth Advisors
Florida
$385K -$290K -601 -41%
HCM
875
Hengehold Capital Management
Ohio
$384K