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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
HBT
851
Hills Bank & Trust
Iowa
$414K
JFGIW
852
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$412K
KWA
853
Kingswood Wealth Advisors
California
$409K
CFG
854
Carr Financial Group
Massachusetts
$407K
MB
855
MidFirst Bank
Oklahoma
$406K
EC
856
EntryPoint Capital
New York
$404K
HSA
857
HBK Sorce Advisory
Pennsylvania
$404K
BMC
858
Beaton Management Company
Massachusetts
$404K
KFP
859
KMG Fiduciary Partners
Ohio
$404K
CCG
860
Ceeto Capital Group
Florida
$400K
EFS
861
Essex Financial Services
Connecticut
$399K
FCP
862
Fidelis Capital Partners
Florida
$399K
RAM
863
Ramirez Asset Management
New York
$398K
LIM
864
Leavell Investment Management
Alabama
$397K
PPWM
865
PFG Private Wealth Management
Florida
$397K
PWP
866
Perfromance Wealth Partners
Illinois
$396K
BBA
867
Baader Bank Aktiengesellschaft
Germany
$394K
ACM
868
Advisors Capital Management
New Jersey
$393K
CI
869
Cigna Investments
Connecticut
$391K
PWAM
870
Private Wealth Asset Management
Iowa
$390K
SCM
871
Shelton Capital Management
Colorado
$389K
RFW
872
Rainier Family Wealth
Washington
$385K
BRWA
873
B. Riley Wealth Advisors
Florida
$385K
HCM
874
Hengehold Capital Management
Ohio
$384K
CCMG
875
Clark Capital Management Group
Pennsylvania
$383K