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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
UCB
1126
United Community Bank
South Carolina
$140K +$76.1K +158 +100%
RBC
1127
Roble Belko & Company
Pennsylvania
$138K
Walleye Trading
1128
Walleye Trading
New York
$137K +$148K +308 New
KFA
1129
Kelleher Financial Advisors
New York
$136K -$14K -29 -9%
VCM
1130
Versant Capital Management
Arizona
$133K +$25.5K +53 +22%
EP
1131
Essential Partners
California
$131K -$280K -581 -66%
WBC
1132
Westpac Banking Corp
Australia
$129K
CH
1133
Cromwell Holdings
Wyoming
$129K +$3.85K +8 +3%
Simplex Trading
1134
Simplex Trading
Illinois
$127K +$110K +229 +402%
SC
1135
Steph & Co
Wisconsin
$125K
MCP
1136
Miller Capital Partners
Michigan
$124K -$8.19K -17 -6%
AT
1137
Arlington Trust
Alabama
$124K +$45.8K +95 +52%
RTC
1138
Riverview Trust Company
Washington
$123K
AIM
1139
Anchor Investment Management
South Carolina
$120K
TF
1140
Tompkins Financial
New York
$118K +$51.1K +106 +67%
KA
1141
Kozak & Associates
Colorado
$117K +$482 +1 +0.4%
BIM
1142
Breakwater Investment Management
Washington
$116K
CF
1143
Centaurus Financial
California
$116K
WB
1144
Webster Bank
Connecticut
$115K -$65.5K -136 -35%
TWM
1145
TopTier Wealth Management
Wisconsin
$114K +$123K +256 New
ME
1146
McIlrath & Eck
Washington
$113K -$2.89K -6 -2%
FMB
1147
Field & Main Bank
Kentucky
$113K
HWA
1148
Heritage Wealth Advisors
Virginia
$113K
OL
1149
OneFund LLC
Florida
$112K -$14.9K -31 -11%
NB
1150
NBT Bank
New York
$111K -$19.3K -40 -14%