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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
GIA
876
Gladstone Institutional Advisory
Florida
$383K
EA
877
Everpar Advisors
Oklahoma
$381K
WT
878
Whittier Trust
California
$380K
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$380K
CAM
880
CenterStar Asset Management
Illinois
$380K
CPC
881
Cookson Peirce & Co
Pennsylvania
$378K
ORG
882
Optimist Retirement Group
Washington
$376K
SWM
883
Sendero Wealth Management
Texas
$376K
LCM
884
Legato Capital Management
California
$376K
Fisher Asset Management
885
Fisher Asset Management
Washington
$376K
ATPW
886
Ashton Thomas Private Wealth
Arizona
$375K
RIG
887
RiverFront Investment Group
Virginia
$375K
AC
888
Apella Capital
Connecticut
$374K
WWC
889
Waypoint Wealth Counsel
Georgia
$374K
CT
890
Colonial Trust
South Carolina
$373K
JIC
891
Joel Isaacson & Co
New York
$372K
PT
892
Plimoth Trust
Massachusetts
$372K
SFS
893
Sowell Financial Services
Arkansas
$370K
GBT
894
Grove Bank & Trust
Florida
$367K
TWM
895
Tradition Wealth Management
Minnesota
$366K
RFP
896
Root Financial Partners
California
$365K
APA
897
Astoria Portfolio Advisors
New York
$365K
NEWAS
898
N.E.W. Advisory Services
Wisconsin
$365K
GWWM
899
Great Waters Wealth Management
Minnesota
$364K
OFS
900
OneAscent Financial Services
Alabama
$362K