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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
CM
1176
Capula Management
Cayman Islands
$68.9K +$74.7K +155 New
FAMI
1177
Fideuram Asset Management (Ireland)
$67.9K -$507K -1,053 -89%
SCM
1178
Silvant Capital Management
Georgia
$67.5K
KFAS
1179
Keating Financial Advisory Services
Kansas
$67.1K -$1.45K -3 -2%
ECM
1180
Estabrook Capital Management
New York
$66.7K
EWM
1181
Evermay Wealth Management
Virginia
$65.8K
WETS
1182
Wealth Enhancement Trust Services
South Dakota
$65.8K +$1.93K +4 +3%
RC
1183
Rexford Capital
Texas
$65.3K +$11.6K +24 +20%
IAAG
1184
Innovative Asset Advisors Group
Connecticut
$64K +$69.4K +144 New
TPWA
1185
Twin Peaks Wealth Advisors
California
$64K +$69.4K +144 New
SIS
1186
Sound Income Strategies
Florida
$63.3K -$9.16K -19 -12%
FMTCOCP
1187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
CFFP
1188
Center for Financial Planning
Michigan
$60.9K
T
1189
TOBAM
France
$60K -$573K -1,190 -90%
CMA
1190
Cedar Mountain Advisors
Oregon
$56K +$58.8K +122 +3,050%
AG
1191
AmeriFlex Group
Nevada
$55.5K
JWA
1192
JFS Wealth Advisors
Pennsylvania
$55.5K
MS
1193
Monetary Solutions
Ohio
$55.1K
HPWM
1194
High Point Wealth Management
New Jersey
$54.1K
ZBNA
1195
Zions Bancorporation, National Association
Utah
$53.8K +$22.2K +46 +61%
MA
1196
MCF Advisors
Kentucky
$53.3K +$37.1K +77 +179%
BGA
1197
Battery Global Advisors
Massachusetts
$52.9K -$964 -2 -2%
SEP
1198
Signature Equity Partners
Ohio
$52.7K -$93.5K -194 -62%
GWM
1199
Geneos Wealth Management
Colorado
$52K
CFS
1200
CGC Financial Services
Oregon
$51.5K