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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
RBC
1126
Roble Belko & Company
Pennsylvania
$138K
Walleye Trading
1127
Walleye Trading
New York
$137K
KFA
1128
Kelleher Financial Advisors
New York
$136K
VCM
1129
Versant Capital Management
Arizona
$133K
EP
1130
Essential Partners
California
$131K
WBC
1131
Westpac Banking Corp
Australia
$129K
CH
1132
Cromwell Holdings
Wyoming
$129K
Simplex Trading
1133
Simplex Trading
Illinois
$127K
SC
1134
Steph & Co
Wisconsin
$125K
MCP
1135
Miller Capital Partners
Michigan
$124K
AT
1136
Arlington Trust
Alabama
$124K
RTC
1137
Riverview Trust Company
Washington
$123K
AIM
1138
Anchor Investment Management
South Carolina
$120K
TF
1139
Tompkins Financial
New York
$118K
KA
1140
Kozak & Associates
Colorado
$117K
BIM
1141
Breakwater Investment Management
Washington
$116K
CF
1142
Centaurus Financial
California
$116K
WB
1143
Webster Bank
Connecticut
$115K
TWM
1144
TopTier Wealth Management
Wisconsin
$114K
ME
1145
McIlrath & Eck
Washington
$113K
FMB
1146
Field & Main Bank
Kentucky
$113K
HWA
1147
Heritage Wealth Advisors
Virginia
$113K
OL
1148
OneFund LLC
Florida
$112K
NB
1149
NBT Bank
New York
$111K
PGAM
1150
Princeton Global Asset Management
New Jersey
$111K