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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
WCM
1001
Washington Capital Management
Washington
$260K
QFW
1002
QTR Family Wealth
Florida
$260K -$3.85K -8 -1%
FPW
1003
Fairvoy Private Wealth
Alabama
$259K -$14K -29 -5%
PTP
1004
Platform Technology Partners
New York
$259K +$45.3K +94 +19%
CPA
1005
Capital Performance Advisors
California
$258K +$16.9K +35 +6%
CWM
1006
Chesapeake Wealth Management
Virginia
$258K -$16.9K -35 -6%
KAM
1007
Knightsbridge Asset Management
California
$258K +$48.2K +100 +21%
CA
1008
Commerzbank Aktiengesellschaft
Germany
$257K -$15.4K -32 -5%
ACM
1009
AUA Capital Management
Pennsylvania
$256K
LSWP
1010
Liberty Square Wealth Partners
Pennsylvania
$254K
CA
1011
Claro Advisors
Massachusetts
$252K +$274K +568 New
NFP
1012
Narus Financial Partners
Utah
$252K -$36.1K -75 -12%
IA
1013
Insight Advisors
Pennsylvania
$252K -$347K -720 -56%
AI
1014
Accredited Investors
Minnesota
$251K
FOA
1015
Five Oceans Advisors
California
$250K -$1.45K -3 -0.5%
CAG
1016
Crestwood Advisors Group
Massachusetts
$249K -$554K -1,150 -67%
HIG
1017
Heritage Investment Group
Florida
$249K -$482 -1 -0.2%
PWG
1018
Portside Wealth Group
Utah
$248K -$3.37K -7 -1%
IWM
1019
IHT Wealth Management
Illinois
$248K -$66K -137 -20%
CPG
1020
Cornerstone Planning Group
New Jersey
$248K -$9.16K -19 -4%
OCA
1021
OpenArc Corporate Advisory
Georgia
$247K -$8.19K -17 -3%
CFP
1022
Cascade Financial Partners
California
$246K
VC
1023
Veery Capital
Delaware
$246K
SIG
1024
Sargent Investment Group
Maryland
$246K +$266K +553 New
ZCP
1025
Z3 Capital Partners
Virginia
$245K