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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
WA
926
WealthTrust Axiom
Pennsylvania
$333K
POIA
927
Pin Oak Investment Advisors
Texas
$332K
SCA
928
Stonebridge Capital Advisors
Minnesota
$330K
CFG
929
Clayton Financial Group
Missouri
$328K
OLA
930
Oliver Luxxe Assets
New Jersey
$327K
BB
931
Busey Bank
Illinois
$326K
WCP
932
Wick Capital Partners
Pennsylvania
$326K
CCM
933
Canal Capital Management
Virginia
$324K
CC
934
Chicago Capital
Illinois
$324K
CCA
935
Childress Capital Advisors
Texas
$323K
OWM
936
OneAscent Wealth Management
Alabama
$323K
FMI
937
Frec Markets Inc
California
$321K
LFA
938
Legacy Financial Advisors
Kentucky
$321K
SDIC
939
South Dakota Investment Council
South Dakota
$320K
PIM
940
Progressive Investment Management
Oregon
$320K
DWM
941
Dakota Wealth Management
Florida
$316K
MEAC
942
M.E. Allison & Co
Texas
$313K
FFS
943
Founders Financial Securities
Maryland
$312K
MWM
944
Mindset Wealth Management
Indiana
$310K
TCBWMS
945
Texas Capital Bank Wealth Management Services
Texas
$307K
TIM
946
Tevis Investment Management
Texas
$305K
SMC
947
Smith, Moore & Co
Missouri
$304K
OWCM
948
One Wealth Capital Management
Arizona
$303K
AT
949
American Trust
Kentucky
$303K
BMCM
950
Bryn Mawr Capital Management
Pennsylvania
$303K