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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
PGAM
1151
Princeton Global Asset Management
New Jersey
$111K -$2.41K -5 -2%
GKIM
1152
GW&K Investment Management
Massachusetts
$111K -$2.41K -5 -2%
OSNBOA
1153
Old Second National Bank of Aurora
Illinois
$109K
CBT
1154
CoreFirst Bank & Trust
Kansas
$108K
PB
1155
Pinnacle Bancorp
Nebraska
$107K +$20.7K +43 +22%
TFA
1156
Transamerica Financial Advisors
Florida
$107K -$125K -259 -52%
AAG
1157
Armstrong Advisory Group
Massachusetts
$107K +$964 +2 +0.8%
SBFM
1158
S-Bank Fund Management
Finland
$96.9K -$3.85K -8 -4%
VLKIM
1159
Van Lanschot Kempen Investment Management
Netherlands
$94.6K -$5.3K -11 -5%
M
1160
MOTCO
Texas
$93.8K
SOW
1161
State of Wyoming
Wyoming
$90.2K -$2.89K -6 -3%
LSA
1162
Leonteq Securities AG
Switzerland
$88.9K -$371K -770 -79%
PWM
1163
Peck Wealth Management
New York
$88.9K -$19.8K -41 -17%
1IA
1164
1620 Investment Advisors
Massachusetts
$88.9K
KB
1165
Kimelman & Baird
New York
$88.9K
LHEI
1166
Leo H. Evart Inc
California
$86.7K +$94K +195 New
BA
1167
Ballast Advisors
Minnesota
$86.2K +$93.5K +194 New
SNB
1168
Security National Bank
Nebraska
$84.9K
GIM
1169
Generali Investments Management
Slovenia
$80.4K
FFO
1170
Fortitude Family Office
Arizona
$78.2K +$10.1K +21 +14%
OA
1171
Operose Advisors
Wisconsin
$72.4K +$1.93K +4 +3%
HNW
1172
High Note Wealth
Minnesota
$72K +$3.37K +7 +5%
WA
1173
Westfuller Advisors
New York
$71.3K +$1.45K +3 +2%
MBFW
1174
Morton Brown Family Wealth
Pennsylvania
$70.7K
AGWCA
1175
Annis Gardner Whiting Capital Advisors
Florida
$68.9K +$482 +1 +0.6%