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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
CFGA
1101
Cambridge Financial Group (Arizona)
Arizona
$201K
PCG
1102
Prosperity Consulting Group
Maryland
$200K
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$200K
TIA
1104
Tiemann Investment Advisors
California
$194K
HDIM
1105
Hanson & Doremus Investment Management
Vermont
$192K
HIA
1106
Harbor Investment Advisory
Maryland
$190K
WTA
1107
Washington Trust Advisors
Massachusetts
$187K
CMP
1108
Coston McIsaac & Partners
Maine
$183K
WCM
1109
Westend Capital Management
California
$180K
SS
1110
Sunbelt Securities
Texas
$179K
TWIM
1111
TIAA Wealth Investment Management
New York
$178K
TWD
1112
True Wealth Design
Ohio
$176K
GC
1113
Globeflex Capital
California
$158K
Cohen & Steers
1114
Cohen & Steers
New York
$156K
LI
1115
LRI Investments
Florida
$154K
BWAM
1116
Boyd Watterson Asset Management
Ohio
$154K
WG
1117
Wellington Group
Indiana
$153K
CFD
1118
Creative Financial Designs
Indiana
$151K
FP
1119
Financial Perspectives
Minnesota
$150K
SWP
1120
Strategic Wealth Partners
Ohio
$148K
BOJHT
1121
Bank of Jackson Hole Trust
Wyoming
$147K
BWA
1122
Basecamp Wealth Advisors
Washington
$144K
HFS
1123
Hantz Financial Services
Michigan
$144K
NSIM
1124
North Star Investment Management
Illinois
$140K
UCB
1125
United Community Bank
South Carolina
$140K