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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
RWP
1051
Revolve Wealth Partners
New Jersey
$224K +$3.37K +7 +1%
IFG
1052
Independent Financial Group
California
$224K -$21.2K -44 -8%
DIM
1053
Delta Investment Management
California
$224K +$482 +1 +0.2%
RWA
1054
River Wealth Advisors
Pennsylvania
$224K +$1.45K +3 +0.6%
EWM
1055
Evercore Wealth Management
New York
$224K -$161K -334 -40%
MFF
1056
Michels Family Financial
Texas
$223K -$5.78K -12 -2%
SG
1057
StoneX Group
New York
$222K +$7.23K +15 +3%
BMA
1058
Brooks Moore & Associates
Tennessee
$222K
OC
1059
Oppenheimer & Co
New York
$222K
HIF
1060
Hill Island Financial
Michigan
$220K +$239K +496 New
CSIC
1061
Clifford Swan Investment Counsel
California
$219K -$12K -25 -5%
PFM
1062
Patton Fund Management
Texas
$219K
IA
1063
Invested Advisors
Pennsylvania
$219K +$7.23K +15 +3%
OR
1064
Olympiad Research
Connecticut
$219K +$237K +492 New
BBES
1065
Buffalo Business & Estate Services
New York
$218K -$120K -249 -34%
AWE
1066
Avidian Wealth Enterprises
Texas
$218K -$9.64K -20 -4%
YIA
1067
YHB Investment Advisors
Connecticut
$217K -$72.3K -150 -24%
RWM
1068
Revisor Wealth Management
Ohio
$216K
GWANC
1069
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$2.89K +6 +1%
PCM
1070
Prelude Capital Management
New York
$215K -$148K -307 -39%
TC
1071
Trust Company
Kansas
$214K +$964 +2 +0.4%
WA
1072
WBH Advisory
Maryland
$214K -$964 -2 -0.4%
WWM
1073
Western Wealth Management
Colorado
$214K -$3.85K -8 -2%
AIC
1074
Argus Investors Counsel
New York
$214K -$58.8K -122 -20%
OWP
1075
ORG Wealth Partners
Texas
$214K