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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
TWIM
1101
TIAA Wealth Investment Management
New York
$178K
TWD
1102
True Wealth Design
Ohio
$176K
GC
1103
Globeflex Capital
California
$158K
Cohen & Steers
1104
Cohen & Steers
New York
$156K
LI
1105
LRI Investments
Florida
$154K
BWAM
1106
Boyd Watterson Asset Management
Ohio
$154K
CFD
1107
Creative Financial Designs
Indiana
$151K
FP
1108
Financial Perspectives
Minnesota
$150K
SWP
1109
Strategic Wealth Partners
Ohio
$148K
BOJHT
1110
Bank of Jackson Hole Trust
Wyoming
$147K
HFS
1111
Hantz Financial Services
Michigan
$144K
NSIM
1112
North Star Investment Management
Illinois
$140K
UCB
1113
United Community Bank
South Carolina
$140K
RBC
1114
Roble Belko & Company
Pennsylvania
$138K
Walleye Trading
1115
Walleye Trading
New York
$137K
KFA
1116
Kelleher Financial Advisors
New York
$136K
VCM
1117
Versant Capital Management
Arizona
$133K
EPL
1118
Essential Partners LLC
California
$131K
WBC
1119
Westpac Banking Corp
Australia
$129K
CH
1120
Cromwell Holdings
Wyoming
$129K
Simplex Trading
1121
Simplex Trading
Illinois
$127K
SC
1122
Steph & Co
Wisconsin
$125K
MCP
1123
Miller Capital Partners
Michigan
$124K
AT
1124
Arlington Trust
Alabama
$124K
RTC
1125
Riverview Trust Company
Washington
$123K