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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
OP
1101
Oslo Pensjonsforsikring
$202K +$219K +454 New
CFGA
1102
Cambridge Financial Group (Arizona)
Arizona
$201K -$218K -453 -50%
PCG
1103
Prosperity Consulting Group
Maryland
$200K -$2.41K -5 -1%
WAP
1104
Wealthcare Advisory Partners
Pennsylvania
$200K -$15.4K -32 -7%
TIA
1105
Tiemann Investment Advisors
California
$194K
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$192K
HIA
1107
Harbor Investment Advisory
Maryland
$190K -$23.1K -48 -10%
WTA
1108
Washington Trust Advisors
Massachusetts
$187K
CMP
1109
Coston McIsaac & Partners
Maine
$183K
WCM
1110
Westend Capital Management
California
$180K
SS
1111
Sunbelt Securities
Texas
$179K +$482 +1 +0.2%
TWIM
1112
TIAA Wealth Investment Management
New York
$178K +$193K +400 New
TWD
1113
True Wealth Design
Ohio
$176K +$69.4K +144 +57%
GC
1114
Globeflex Capital
California
$158K
Cohen & Steers
1115
Cohen & Steers
New York
$156K
LI
1116
LRI Investments
Florida
$154K -$15.9K -33 -9%
BWAM
1117
Boyd Watterson Asset Management
Ohio
$154K -$66.5K -138 -29%
WG
1118
Wellington Group
Indiana
$153K
CFD
1119
Creative Financial Designs
Indiana
$151K -$12K -25 -7%
FP
1120
Financial Perspectives
Minnesota
$150K
SWP
1121
Strategic Wealth Partners
Ohio
$148K
BOJHT
1122
Bank of Jackson Hole Trust
Wyoming
$147K
BWA
1123
Basecamp Wealth Advisors
Washington
$144K +$13K +27 +9%
HFS
1124
Hantz Financial Services
Michigan
$144K +$69.9K +145 +81%
NSIM
1125
North Star Investment Management
Illinois
$140K +$1.45K +3 +1%