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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
QWP
1076
Quotient Wealth Partners
Texas
$208K
EWA
1077
Exencial Wealth Advisors
Oklahoma
$207K
MA
1078
Mutual Advisors
Nebraska
$207K
1W
1079
1776 Wealth
Georgia
$206K
MA
1080
Montag & Associates
Georgia
$205K
SAM
1081
Sagewood Asset Management
New York
$204K
CAL
1082
Capital Analysts LLC
Pennsylvania
$204K
AA
1083
ABC Arbitrage
France
$204K
CBT
1084
Crews Bank & Trust
Florida
$204K
MFA
1085
Mayflower Financial Advisors
Massachusetts
$203K
CI
1086
Conning Inc
Connecticut
$202K
Empower Advisory Group
1087
Empower Advisory Group
Colorado
$202K
TCM
1088
Tufton Capital Management
Maryland
$202K
RT
1089
Rockland Trust
Massachusetts
$202K
OP
1090
Oslo Pensjonsforsikring
$202K
CFGA
1091
Cambridge Financial Group (Arizona)
Arizona
$201K
PCG
1092
Prosperity Consulting Group
Maryland
$200K
WAP
1093
Wealthcare Advisory Partners
Pennsylvania
$200K
TIA
1094
Tiemann Investment Advisors
California
$194K
HDIM
1095
Hanson & Doremus Investment Management
Vermont
$192K
HIA
1096
Harbor Investment Advisory
Maryland
$190K
WTA
1097
Washington Trust Advisors
Massachusetts
$187K
CMP
1098
Coston McIsaac & Partners
Maine
$183K
WCM
1099
Westend Capital Management
California
$180K
SS
1100
Sunbelt Securities
Texas
$179K