AMP icon

Ameriprise Financial

1,367 hedge funds and large institutions have $34.8B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 474 increasing their positions, 497 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: $ → $

11% less first-time investments, than exits

New positions opened: 119 | 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
1,367
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
AL
976
Aspiriant LLC
California
$272K
PPC
977
Park Place Capital
Alabama
$269K
IFWM
978
Institute for Wealth Management
Colorado
$269K
DWA
979
Dougherty Wealth Advisers
Minnesota
$268K
OE
980
OFS Enterprise
Nebraska
$268K
SCM
981
SCS Capital Management
Massachusetts
$268K
SW
982
SlateStone Wealth
Florida
$267K
BTI
983
Blue Trust Inc
Georgia
$267K
VCAM
984
Van Cleef Asset Management
Ohio
$267K
PAM
985
Paradigm Asset Management
New York
$267K
PCM
986
Parsons Capital Management
Rhode Island
$267K
SWP
987
Summit Wealth Partners
Florida
$266K
ICP
988
Interchange Capital Partners
Pennsylvania
$265K
CAC
989
Core Alternative Capital
Georgia
$265K
G
990
GenTrust
Florida
$264K
AP
991
Americana Partners
Texas
$264K
WCM
992
Washington Capital Management
Washington
$260K
QFW
993
QTR Family Wealth
Florida
$260K
FPW
994
Fairvoy Private Wealth
Alabama
$259K
PTP
995
Platform Technology Partners
New York
$259K
CPA
996
Capital Performance Advisors
California
$258K
CWM
997
Chesapeake Wealth Management
Virginia
$258K
KAM
998
Knightsbridge Asset Management
California
$258K
CA
999
Commerzbank Aktiengesellschaft
Germany
$257K
ACM
1000
AUA Capital Management
Pennsylvania
$256K