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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
AIM
1126
Anchor Investment Management
South Carolina
$120K
TF
1127
Tompkins Financial
New York
$118K
KA
1128
Kozak & Associates
Colorado
$117K
BIM
1129
Breakwater Investment Management
Washington
$116K
CF
1130
Centaurus Financial
California
$116K
WB
1131
Webster Bank
Connecticut
$115K
TWM
1132
TopTier Wealth Management
Wisconsin
$114K
ME
1133
McIlrath & Eck
Washington
$113K
FMB
1134
Field & Main Bank
Kentucky
$113K
HWA
1135
Heritage Wealth Advisors
Virginia
$113K
OL
1136
OneFund LLC
Florida
$112K
NB
1137
NBT Bank
New York
$111K
PGAM
1138
Princeton Global Asset Management
New Jersey
$111K
GKIM
1139
GW&K Investment Management
Massachusetts
$111K
OSNBOA
1140
Old Second National Bank of Aurora
Illinois
$109K
PB
1141
Pinnacle Bancorp
Nebraska
$107K
TFA
1142
Transamerica Financial Advisors
Florida
$107K
AAG
1143
Armstrong Advisory Group
Massachusetts
$107K
SBFM
1144
S-Bank Fund Management
Finland
$96.9K
VLKIM
1145
Van Lanschot Kempen Investment Management
Netherlands
$94.6K
M
1146
MOTCO
Texas
$93.8K
SOW
1147
State of Wyoming
Wyoming
$90.2K
LSA
1148
Leonteq Securities AG
Switzerland
$88.9K
PWM
1149
Peck Wealth Management
New York
$88.9K
1IA
1150
1620 Investment Advisors
Massachusetts
$88.9K