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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
CCMG
876
Clark Capital Management Group
Pennsylvania
$383K +$67.5K +140 +19%
GIA
877
Gladstone Institutional Advisory
Florida
$383K -$405K -840 -49%
EA
878
Everpar Advisors
Oklahoma
$381K -$10.1K -21 -2%
WT
879
Whittier Trust
California
$380K -$13.5K -28 -3%
PWPS
880
Pinnacle Wealth Planning Services
Ohio
$380K +$11.6K +24 +3%
CAM
881
CenterStar Asset Management
Illinois
$380K +$412K +856 New
CPC
882
Cookson Peirce & Co
Pennsylvania
$378K +$410K +851 New
ORG
883
Optimist Retirement Group
Washington
$376K +$94K +195 +30%
SWM
884
Sendero Wealth Management
Texas
$376K -$43.9K -91 -10%
LCM
885
Legato Capital Management
California
$376K -$650K -1,349 -61%
Fisher Asset Management
886
Fisher Asset Management
Washington
$376K +$20.7K +43 +5%
ATPW
887
Ashton Thomas Private Wealth
Arizona
$375K +$44.3K +92 +12%
RIG
888
RiverFront Investment Group
Virginia
$375K +$407K +844 New
AC
889
Apella Capital
Connecticut
$374K +$26K +54 +7%
WWC
890
Waypoint Wealth Counsel
Georgia
$374K +$120K +249 +42%
CT
891
Colonial Trust
South Carolina
$373K
JIC
892
Joel Isaacson & Co
New York
$372K
PT
893
Plimoth Trust
Massachusetts
$372K -$2.41K -5 -0.6%
SFS
894
Sowell Financial Services
Arkansas
$370K -$156K -323 -28%
GBT
895
Grove Bank & Trust
Florida
$367K -$8.67K -18 -2%
TWM
896
Tradition Wealth Management
Minnesota
$366K -$964 -2 -0.2%
RFP
897
Root Financial Partners
California
$365K +$189K +393 +92%
APA
898
Astoria Portfolio Advisors
New York
$365K -$29.4K -61 -7%
NEWAS
899
N.E.W. Advisory Services
Wisconsin
$365K
GWWM
900
Great Waters Wealth Management
Minnesota
$364K