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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
EB
1026
Emprise Bank
Kansas
$245K -$3.37K -7 -1%
HGA
1027
Hobbs Group Advisors
South Carolina
$245K
WAM
1028
Walker Asset Management
Missouri
$245K +$964 +2 +0.4%
PTC
1029
Philadelphia Trust Company
Pennsylvania
$244K
AIM
1030
Advyzon Investment Management
Illinois
$243K -$42.9K -89 -14%
IP
1031
Ignite Planners
California
$241K -$261K -541 -50%
KP
1032
Keel Point
Alabama
$239K -$417K -865 -62%
WA
1033
Wealthstar Advisors
Texas
$239K
KJWM
1034
Kiley Juergens Wealth Management
Washington
$238K +$258K +536 New
OIS
1035
Okabena Investment Services
Minnesota
$234K +$10.6K +22 +4%
SBWIC
1036
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K
SIA
1037
Soltis Investment Advisors
Utah
$233K +$30.4K +63 +14%
WIC
1038
Wilkins Investment Counsel
Massachusetts
$233K
AIP
1039
Avail Investment Partners
Pennsylvania
$233K +$253K +525 New
PPWM
1040
Paragon Private Wealth Management
Kentucky
$231K -$83.4K -173 -25%
SCM
1041
Sunbeam Capital Management
Georgia
$229K +$6.75K +14 +3%
FWP
1042
Flatrock Wealth Partners
California
$229K +$19.8K +41 +9%
CFSG
1043
Clark Financial Services Group
Missouri
$229K +$13.5K +28 +6%
CFO
1044
CVA Family Office
Colorado
$229K +$47.7K +99 +24%
KIA
1045
KCM Investment Advisors
California
$228K +$4.82K +10 +2%
CWG
1046
Cornerstone Wealth Group
North Carolina
$228K -$18.3K -38 -7%
HW
1047
HORAN Wealth
Ohio
$227K -$1.93K -4 -0.9%
NI
1048
Natural Investments
California
$226K -$3.37K -7 -1%
APP
1049
Avantax Planning Partners
Iowa
$225K
GLLW
1050
Graves Light Lenhart Wealth
Virginia
$225K