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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
SBWIC
1026
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K
SIA
1027
Soltis Investment Advisors
Utah
$233K
WIC
1028
Wilkins Investment Counsel
Massachusetts
$233K
AIP
1029
Avail Investment Partners
Pennsylvania
$233K
PPWM
1030
Paragon Private Wealth Management
Kentucky
$231K
SCM
1031
Sunbeam Capital Management
Georgia
$229K
FWP
1032
Flatrock Wealth Partners
California
$229K
CFSG
1033
Clark Financial Services Group
Missouri
$229K
CFO
1034
CVA Family Office
Colorado
$229K
KIA
1035
KCM Investment Advisors
California
$228K
CWG
1036
Cornerstone Wealth Group
North Carolina
$228K
HW
1037
HORAN Wealth
Ohio
$227K
NI
1038
Natural Investments
California
$226K
APP
1039
Avantax Planning Partners
Iowa
$225K
GLLW
1040
Graves Light Lenhart Wealth
Virginia
$225K
RWP
1041
Revolve Wealth Partners
New Jersey
$224K
IFG
1042
Independent Financial Group
California
$224K
DIM
1043
Delta Investment Management
California
$224K
RWA
1044
River Wealth Advisors
Pennsylvania
$224K
EWM
1045
Evercore Wealth Management
New York
$224K
MFF
1046
Michels Family Financial
Texas
$223K
SG
1047
StoneX Group
New York
$222K
BMA
1048
Brooks Moore & Associates
Tennessee
$222K
OC
1049
Oppenheimer & Co
New York
$222K
HIF
1050
Hill Island Financial
Michigan
$220K