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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
HGA
1026
Hobbs Group Advisors
South Carolina
$245K
WAM
1027
Walker Asset Management
Missouri
$245K
PTC
1028
Philadelphia Trust Company
Pennsylvania
$244K
AIM
1029
Advyzon Investment Management
Illinois
$243K
IP
1030
Ignite Planners
California
$241K
KP
1031
Keel Point
Alabama
$239K
WA
1032
Wealthstar Advisors
Texas
$239K
KJWM
1033
Kiley Juergens Wealth Management
Washington
$238K
OIS
1034
Okabena Investment Services
Minnesota
$234K
SBWIC
1035
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K
SIA
1036
Soltis Investment Advisors
Utah
$233K
WIC
1037
Wilkins Investment Counsel
Massachusetts
$233K
AIP
1038
Avail Investment Partners
Pennsylvania
$233K
PPWM
1039
Paragon Private Wealth Management
Kentucky
$231K
SCM
1040
Sunbeam Capital Management
Georgia
$229K
FWP
1041
Flatrock Wealth Partners
California
$229K
CFSG
1042
Clark Financial Services Group
Missouri
$229K
CFO
1043
CVA Family Office
Colorado
$229K
KIA
1044
KCM Investment Advisors
California
$228K
CWG
1045
Cornerstone Wealth Group
North Carolina
$228K
HW
1046
HORAN Wealth
Ohio
$227K
NI
1047
Natural Investments
California
$226K
APP
1048
Avantax Planning Partners
Iowa
$225K
GLLW
1049
Graves Light Lenhart Wealth
Virginia
$225K
RWP
1050
Revolve Wealth Partners
New Jersey
$224K