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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
IFG
1051
Independent Financial Group
California
$224K
DIM
1052
Delta Investment Management
California
$224K
RWA
1053
River Wealth Advisors
Pennsylvania
$224K
EWM
1054
Evercore Wealth Management
New York
$224K
MFF
1055
Michels Family Financial
Texas
$223K
SG
1056
StoneX Group
New York
$222K
BMA
1057
Brooks Moore & Associates
Tennessee
$222K
OC
1058
Oppenheimer & Co
New York
$222K
HIF
1059
Hill Island Financial
Michigan
$220K
CSIC
1060
Clifford Swan Investment Counsel
California
$219K
PFM
1061
Patton Fund Management
Texas
$219K
IA
1062
Invested Advisors
Pennsylvania
$219K
OR
1063
Olympiad Research
Connecticut
$219K
BBES
1064
Buffalo Business & Estate Services
New York
$218K
AWE
1065
Avidian Wealth Enterprises
Texas
$218K
YIA
1066
YHB Investment Advisors
Connecticut
$217K
RWM
1067
Revisor Wealth Management
Ohio
$216K
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K
PCM
1069
Prelude Capital Management
New York
$215K
TC
1070
Trust Company
Kansas
$214K
WA
1071
WBH Advisory
Maryland
$214K
WWM
1072
Western Wealth Management
Colorado
$214K
AIC
1073
Argus Investors Counsel
New York
$214K
OWP
1074
ORG Wealth Partners
Texas
$214K
CAM
1075
Cozad Asset Management
Illinois
$214K