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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
LSWP
1001
Liberty Square Wealth Partners
Pennsylvania
$254K
CA
1002
Claro Advisors
Massachusetts
$252K
NFP
1003
Narus Financial Partners
Utah
$252K
IA
1004
Insight Advisors
Pennsylvania
$252K
AI
1005
Accredited Investors
Minnesota
$251K
FOA
1006
Five Oceans Advisors
California
$250K
CAG
1007
Crestwood Advisors Group
Massachusetts
$249K
HIG
1008
Heritage Investment Group
Florida
$249K
PWG
1009
Portside Wealth Group
Utah
$248K
IWM
1010
IHT Wealth Management
Illinois
$248K
CPG
1011
Cornerstone Planning Group
New Jersey
$248K
OCA
1012
OpenArc Corporate Advisory
Georgia
$247K
CFP
1013
Cascade Financial Partners
California
$246K
VC
1014
Veery Capital
Delaware
$246K
SIG
1015
Sargent Investment Group
Maryland
$246K
ZCP
1016
Z3 Capital Partners
Virginia
$245K
EB
1017
Emprise Bank
Kansas
$245K
HGA
1018
Hobbs Group Advisors
South Carolina
$245K
WAM
1019
Walker Asset Management
Missouri
$245K
PTC
1020
Philadelphia Trust Company
Pennsylvania
$244K
AIM
1021
Advyzon Investment Management
Illinois
$243K
IP
1022
Ignite Planners
California
$241K
WA
1023
Wealthstar Advisors
Texas
$239K
KJWM
1024
Kiley Juergens Wealth Management
Washington
$238K
OIS
1025
Okabena Investment Services
Minnesota
$234K