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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
OFS
901
OneAscent Financial Services
Alabama
$362K +$23.6K +49 +6%
CIG
902
Cairn Investment Group
Washington
$362K
Wellington Management Group
903
Wellington Management Group
Massachusetts
$362K +$23.1K +48 +6%
BFM
904
Boothbay Fund Management
New York
$358K +$184K +382 +90%
WIM
905
WealthPlan Investment Management
Nebraska
$357K +$387K +803 New
7WCP
906
71 West Capital Partners
Massachusetts
$357K +$53.5K +111 +16%
SC
907
Schulhoff & Co
Ohio
$356K
GAM
908
Groupama Asset Management
France
$354K +$9.64K +20 +3%
SWR
909
Spahn Wealth & Retirement
Arizona
$353K
AAP
910
Arax Advisory Partners
Colorado
$353K +$229K +475 +151%
GIA
911
GHP Investment Advisors
Colorado
$350K +$166K +345 +78%
PA
912
Profund Advisors
Maryland
$350K -$86.3K -179 -19%
KFGK
913
Keystone Financial Group (Kentucky)
Kentucky
$349K
CSPIA
914
Cary Street Partners Investment Advisory
Virginia
$349K +$16.9K +35 +5%
FNT
915
First Nebraska Trust
Nebraska
$348K
BW
916
Bravera Wealth
North Dakota
$345K -$42.9K -89 -10%
KCM
917
Kathmere Capital Management
Pennsylvania
$344K -$37.6K -78 -9%
CSC
918
Caldwell Sutter Capital
California
$343K
CIA
919
Caerus Investment Advisors
Texas
$343K -$339K -703 -48%
PP
920
PDS Planning
Ohio
$340K -$10.6K -22 -3%
MWM
921
MorganRosel Wealth Management
Colorado
$339K -$20.7K -43 -5%
CFM
922
Catalyst Funds Management
Australia
$336K -$78.5K -163 -18%
ITG
923
Index Technologies Group
New York
$336K -$6.75K -14 -2%
BFIM
924
Beese Fulmer Investment Management
Ohio
$336K +$121K +251 +50%
TAM
925
Tocqueville Asset Management
New York
$334K +$2.89K +6 +0.8%