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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
KB
1151
Kimelman & Baird
New York
$88.9K
LHEI
1152
Leo H. Evart Inc
California
$86.7K
BA
1153
Ballast Advisors
Minnesota
$86K
SNB
1154
Security National Bank
Nebraska
$84.9K
GIM
1155
Generali Investments Management
Slovenia
$80.4K
FFO
1156
Fortitude Family Office
Arizona
$78.2K
OA
1157
Operose Advisors
Wisconsin
$72.4K
HNW
1158
High Note Wealth
Minnesota
$72K
WA
1159
Westfuller Advisors
New York
$71.3K
MBFW
1160
Morton Brown Family Wealth
Pennsylvania
$70.7K
AGWCA
1161
Annis Gardner Whiting Capital Advisors
Florida
$68.9K
CM
1162
Capula Management
Cayman Islands
$68.9K
FAMI
1163
Fideuram Asset Management (Ireland)
$67.9K
SCM
1164
Silvant Capital Management
Georgia
$67.5K
KFAS
1165
Keating Financial Advisory Services
Kansas
$67.1K
ECM
1166
Estabrook Capital Management
New York
$66.7K
EWM
1167
Evermay Wealth Management
Virginia
$65.8K
WETS
1168
Wealth Enhancement Trust Services
South Dakota
$65.8K
RC
1169
Rexford Capital
Texas
$65.3K
IAAG
1170
Innovative Asset Advisors Group
Connecticut
$64K
TPWA
1171
Twin Peaks Wealth Advisors
California
$64K
SIS
1172
Sound Income Strategies
Florida
$63.3K
FMTCOCP
1173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
CFFP
1174
Center for Financial Planning
Michigan
$60.9K
T
1175
TOBAM
France
$60K