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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
SMBT
976
Southern Michigan Bank & Trust
Michigan
$278K +$301K +625 New
PFSC
977
Peoples Financial Services Corp
Pennsylvania
$278K
SF
978
Sun Financial
Utah
$278K -$18.3K -38 -6%
ATFA
979
All Terrain Financial Advisors
Minnesota
$277K
CCA
980
Coign Capital Advisors
Utah
$277K
IIM
981
Illumine Investment Management
Washington
$276K
RCA
982
Resonant Capital Advisors
Wisconsin
$275K +$34.2K +71 +13%
RG
983
Renaissance Group
Kentucky
$274K -$51.1K -106 -15%
NGA
984
Naples Global Advisors
Florida
$273K +$296K +614 New
AL
985
Aspiriant LLC
California
$272K +$295K +612 New
PPC
986
Park Place Capital
Alabama
$269K -$41K -85 -12%
IFWM
987
Institute for Wealth Management
Colorado
$269K
DWA
988
Dougherty Wealth Advisers
Minnesota
$268K
OE
989
OFS Enterprise
Nebraska
$268K +$291K +603 New
SCM
990
SCS Capital Management
Massachusetts
$268K -$57.8K -120 -17%
SW
991
SlateStone Wealth
Florida
$267K -$27K -56 -9%
BTI
992
Blue Trust Inc
Georgia
$267K -$8.19K -17 -3%
PAM
993
Paradigm Asset Management
New York
$267K
VCAM
994
Van Cleef Asset Management
Ohio
$267K
PCM
995
Parsons Capital Management
Rhode Island
$267K +$289K +600 New
SWP
996
Summit Wealth Partners
Florida
$266K +$289K +599 New
ICP
997
Interchange Capital Partners
Pennsylvania
$265K -$186K -385 -41%
CAC
998
Core Alternative Capital
Georgia
$265K
G
999
GenTrust
Florida
$264K +$31.8K +66 +13%
AP
1000
Americana Partners
Texas
$264K +$286K +593 New