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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
BMCM
951
Bryn Mawr Capital Management
Pennsylvania
$303K -$40K -83 -11%
FFN
952
Focus Financial Network
Minnesota
$301K -$60.7K -126 -16%
AG
953
Ascent Group
Virginia
$300K -$6.26K -13 -2%
RYIA
954
Roehl & Yi Investment Advisors
Oregon
$300K +$325K +674 New
LNB
955
Ledyard National Bank
$299K +$964 +2 +0.3%
AIM
956
Acropolis Investment Management
Missouri
$299K
NB
957
Northwest Bancshares
Pennsylvania
$296K
OAM
958
Ostrum Asset Management
France
$296K +$216K +449 +207%
CPWA
959
Cerro Pacific Wealth Advisors
California
$292K +$36.6K +76 +13%
DIA
960
Dean Investment Associates
Ohio
$292K -$1.73M -3,586 -85%
JFG
961
Jefferies Financial Group
New York
$292K -$710K -1,473 -69%
CAM
962
Cidel Asset Management
Ontario, Canada
$290K +$76.6K +159 +32%
FFA
963
Fi3 Financial Advisors
Indiana
$289K +$314K +651 New
AHL
964
Abel Hall LLC
Louisiana
$289K -$22.6K -47 -7%
GA
965
Greenspring Advisors
Maryland
$287K +$12K +25 +4%
CAMG
966
CWA Asset Management Group
Florida
$287K +$13K +27 +4%
VA
967
Valmark Advisers
Ohio
$286K -$964 -2 -0.3%
RFM
968
Royal Fund Management
Florida
$285K -$482 -1 -0.2%
GHAM
969
Gilman Hill Asset Management
Connecticut
$285K -$4.82K -10 -1%
VA
970
VestGen Advisors
Illinois
$282K +$289K +600 New
SCM
971
Schnieders Capital Management
California
$280K -$90.1K -187 -23%
SACTSONJ
972
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$280K +$303K +629 New
NB
973
Nicolet Bankshares
Wisconsin
$279K +$111K +230 +56%
MA
974
MONECO Advisors
Connecticut
$278K +$10.6K +22 +4%
MIM
975
MTM Investment Management
South Carolina
$278K