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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
17.04%
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
CAM
1076
Cozad Asset Management
Illinois
$214K
EFG
1077
Everhart Financial Group
Ohio
$214K -$14.9K -31 -6%
CIM
1078
Confluence Investment Management
Missouri
$213K
FFO
1079
Fiduciary Family Office
Florida
$212K +$230K +478 New
TAFW
1080
Tred Avon Family Wealth
Maryland
$212K -$21.7K -45 -9%
ACM
1081
Argent Capital Management
Missouri
$212K
EFSCE
1082
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$229K +475 New
CTWM
1083
Cherry Tree Wealth Management
Minnesota
$211K
GWM
1084
Greenwich Wealth Management
Connecticut
$209K +$10.1K +21 +5%
AFT
1085
Alpha Family Trust
California
$209K
SYBT
1086
Stock Yards Bank & Trust
Kentucky
$208K
QWP
1087
Quotient Wealth Partners
Texas
$208K +$2.89K +6 +1%
EWA
1088
Exencial Wealth Advisors
Oklahoma
$207K -$11.1K -23 -5%
MA
1089
Mutual Advisors
Nebraska
$207K +$4.34K +9 +2%
1W
1090
1776 Wealth
Georgia
$206K
MA
1091
Montag & Associates
Georgia
$205K
SAM
1092
Sagewood Asset Management
New York
$204K -$61.7K -128 -22%
CAL
1093
Capital Analysts LLC
Pennsylvania
$204K
AA
1094
ABC Arbitrage
France
$204K +$221K +459 New
CBT
1095
Crews Bank & Trust
Florida
$204K
MFA
1096
Mayflower Financial Advisors
Massachusetts
$203K +$220K +456 New
CI
1097
Conning Inc
Connecticut
$202K -$33.7K -70 -13%
Empower Advisory Group
1098
Empower Advisory Group
Colorado
$202K -$39K -81 -15%
TCM
1099
Tufton Capital Management
Maryland
$202K
RT
1100
Rockland Trust
Massachusetts
$202K