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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
BHBT
926
Burke & Herbert Bank & Trust
Virginia
$333K
WA
927
WealthTrust Axiom
Pennsylvania
$333K
POIA
928
Pin Oak Investment Advisors
Texas
$332K
SCA
929
Stonebridge Capital Advisors
Minnesota
$330K +$358K +742 New
CFG
930
Clayton Financial Group
Missouri
$328K
OLA
931
Oliver Luxxe Assets
New Jersey
$327K -$5.3K -11 -1%
BB
932
Busey Bank
Illinois
$326K -$18.3K -38 -5%
WCP
933
Wick Capital Partners
Pennsylvania
$326K -$31.8K -66 -8%
CCM
934
Canal Capital Management
Virginia
$324K -$14.5K -30 -4%
CC
935
Chicago Capital
Illinois
$324K -$1.45K -3 -0.4%
CCA
936
Childress Capital Advisors
Texas
$323K -$38.1K -79 -10%
OWM
937
OneAscent Wealth Management
Alabama
$323K +$3.37K +7 +1%
FMI
938
Frec Markets Inc
California
$321K +$77.1K +160 +28%
LFA
939
Legacy Financial Advisors
Kentucky
$321K +$45.3K +94 +15%
SDIC
940
South Dakota Investment Council
South Dakota
$320K +$116K +240 +50%
PIM
941
Progressive Investment Management
Oregon
$320K
DWM
942
Dakota Wealth Management
Florida
$316K -$3.37K -7 -1%
MEAC
943
M.E. Allison & Co
Texas
$313K
FFS
944
Founders Financial Securities
Maryland
$312K -$26K -54 -7%
MWM
945
Mindset Wealth Management
Indiana
$310K
TCBWMS
946
Texas Capital Bank Wealth Management Services
Texas
$307K -$7.23K -15 -2%
TIM
947
Tevis Investment Management
Texas
$305K +$331K +686 New
SMC
948
Smith, Moore & Co
Missouri
$304K
OWCM
949
One Wealth Capital Management
Arizona
$303K -$72.3K -150 -19%
AT
950
American Trust
Kentucky
$303K +$329K +682 New