We are live on ! Find out more
AMP icon

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
PFSC
976
Peoples Financial Services Corp
Pennsylvania
$278K
SF
977
Sun Financial
Utah
$278K
ATFA
978
All Terrain Financial Advisors
Minnesota
$277K
CCA
979
Coign Capital Advisors
Utah
$277K
IIM
980
Illumine Investment Management
Washington
$276K
RCA
981
Resonant Capital Advisors
Wisconsin
$275K
RG
982
Renaissance Group
Kentucky
$274K
NGA
983
Naples Global Advisors
Florida
$273K
AL
984
Aspiriant LLC
California
$272K
PPC
985
Park Place Capital
Alabama
$269K
IFWM
986
Institute for Wealth Management
Colorado
$269K
DWA
987
Dougherty Wealth Advisers
Minnesota
$268K
OE
988
OFS Enterprise
Nebraska
$268K
SCM
989
SCS Capital Management
Massachusetts
$268K
SW
990
SlateStone Wealth
Florida
$267K
BTI
991
Blue Trust Inc
Georgia
$267K
PAM
992
Paradigm Asset Management
New York
$267K
VCAM
993
Van Cleef Asset Management
Ohio
$267K
PCM
994
Parsons Capital Management
Rhode Island
$267K
SWP
995
Summit Wealth Partners
Florida
$266K
ICP
996
Interchange Capital Partners
Pennsylvania
$265K
CAC
997
Core Alternative Capital
Georgia
$265K
G
998
GenTrust
Florida
$264K
AP
999
Americana Partners
Texas
$264K
WCM
1000
Washington Capital Management
Washington
$260K