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
QFW
1001
QTR Family Wealth
Florida
$260K
FPW
1002
Fairvoy Private Wealth
Alabama
$259K
PTP
1003
Platform Technology Partners
New York
$259K
CPA
1004
Capital Performance Advisors
California
$258K
CWM
1005
Chesapeake Wealth Management
Virginia
$258K
KAM
1006
Knightsbridge Asset Management
California
$258K
CA
1007
Commerzbank Aktiengesellschaft
Germany
$257K
ACM
1008
AUA Capital Management
Pennsylvania
$256K
LSWP
1009
Liberty Square Wealth Partners
Pennsylvania
$254K
CA
1010
Claro Advisors
Massachusetts
$252K
NFP
1011
Narus Financial Partners
Utah
$252K
IA
1012
Insight Advisors
Pennsylvania
$252K
AI
1013
Accredited Investors
Minnesota
$251K
FOA
1014
Five Oceans Advisors
California
$250K
CAG
1015
Crestwood Advisors Group
Massachusetts
$249K
HIG
1016
Heritage Investment Group
Florida
$249K
PWG
1017
Portside Wealth Group
Utah
$248K
IWM
1018
IHT Wealth Management
Illinois
$248K
CPG
1019
Cornerstone Planning Group
New Jersey
$248K
OCA
1020
OpenArc Corporate Advisory
Georgia
$247K
CFP
1021
Cascade Financial Partners
California
$246K
VC
1022
Veery Capital
Delaware
$246K
SIG
1023
Sargent Investment Group
Maryland
$246K
ZCP
1024
Z3 Capital Partners
Virginia
$245K
EB
1025
Emprise Bank
Kansas
$245K