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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
CIG
901
Cairn Investment Group
Washington
$362K
Wellington Management Group
902
Wellington Management Group
Massachusetts
$362K
BFM
903
Boothbay Fund Management
New York
$358K
WIM
904
WealthPlan Investment Management
Nebraska
$357K
7WCP
905
71 West Capital Partners
Massachusetts
$357K
SC
906
Schulhoff & Co
Ohio
$356K
GAM
907
Groupama Asset Management
France
$354K
SWR
908
Spahn Wealth & Retirement
Arizona
$353K
AAP
909
Arax Advisory Partners
Colorado
$353K
GIA
910
GHP Investment Advisors
Colorado
$350K
PA
911
Profund Advisors
Maryland
$350K
KFGK
912
Keystone Financial Group (Kentucky)
Kentucky
$349K
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$349K
FNT
914
First Nebraska Trust
Nebraska
$348K
BW
915
Bravera Wealth
North Dakota
$345K
KCM
916
Kathmere Capital Management
Pennsylvania
$344K
CSC
917
Caldwell Sutter Capital
California
$343K
CIA
918
Caerus Investment Advisors
Texas
$343K
PP
919
PDS Planning
Ohio
$340K
MWM
920
MorganRosel Wealth Management
Colorado
$339K
CFM
921
Catalyst Funds Management
Australia
$336K
ITG
922
Index Technologies Group
New York
$336K
BFIM
923
Beese Fulmer Investment Management
Ohio
$336K
TAM
924
Tocqueville Asset Management
New York
$334K
BHBT
925
Burke & Herbert Bank & Trust
Virginia
$333K