We are live on ! Find out more
AMP icon

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
EFG
1076
Everhart Financial Group
Ohio
$214K
CIM
1077
Confluence Investment Management
Missouri
$213K
FFO
1078
Fiduciary Family Office
Florida
$212K
TAFW
1079
Tred Avon Family Wealth
Maryland
$212K
ACM
1080
Argent Capital Management
Missouri
$212K
EFSCE
1081
Enterprise Financial Services Corp (EFSC)
Missouri
$211K
CTWM
1082
Cherry Tree Wealth Management
Minnesota
$211K
GWM
1083
Greenwich Wealth Management
Connecticut
$209K
AFT
1084
Alpha Family Trust
California
$209K
SYBT
1085
Stock Yards Bank & Trust
Kentucky
$208K
QWP
1086
Quotient Wealth Partners
Texas
$208K
EWA
1087
Exencial Wealth Advisors
Oklahoma
$207K
MA
1088
Mutual Advisors
Nebraska
$207K
1W
1089
1776 Wealth
Georgia
$206K
MA
1090
Montag & Associates
Georgia
$205K
SAM
1091
Sagewood Asset Management
New York
$204K
CAL
1092
Capital Analysts LLC
Pennsylvania
$204K
AA
1093
ABC Arbitrage
France
$204K
CBT
1094
Crews Bank & Trust
Florida
$204K
MFA
1095
Mayflower Financial Advisors
Massachusetts
$203K
CI
1096
Conning Inc
Connecticut
$202K
Empower Advisory Group
1097
Empower Advisory Group
Colorado
$202K
TCM
1098
Tufton Capital Management
Maryland
$202K
RT
1099
Rockland Trust
Massachusetts
$202K
OP
1100
Oslo Pensjonsforsikring
$202K