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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
FAMI
1176
Fideuram Asset Management (Ireland)
$67.9K
SCM
1177
Silvant Capital Management
Georgia
$67.5K
KFAS
1178
Keating Financial Advisory Services
Kansas
$67.1K
ECM
1179
Estabrook Capital Management
New York
$66.7K
EWM
1180
Evermay Wealth Management
Virginia
$65.8K
WETS
1181
Wealth Enhancement Trust Services
South Dakota
$65.8K
RC
1182
Rexford Capital
Texas
$65.3K
IAAG
1183
Innovative Asset Advisors Group
Connecticut
$64K
TPWA
1184
Twin Peaks Wealth Advisors
California
$64K
SIS
1185
Sound Income Strategies
Florida
$63.3K
FMTCOCP
1186
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
CFFP
1187
Center for Financial Planning
Michigan
$60.9K
T
1188
TOBAM
France
$60K
CMA
1189
Cedar Mountain Advisors
Oregon
$56K
AG
1190
AmeriFlex Group
Nevada
$55.5K
JWA
1191
JFS Wealth Advisors
Pennsylvania
$55.5K
MS
1192
Monetary Solutions
Ohio
$55.1K
HPWM
1193
High Point Wealth Management
New Jersey
$54.1K
ZBNA
1194
Zions Bancorporation, National Association
Utah
$53.8K
MA
1195
MCF Advisors
Kentucky
$53.3K
BGA
1196
Battery Global Advisors
Massachusetts
$52.9K
SEP
1197
Signature Equity Partners
Ohio
$52.7K
GWM
1198
Geneos Wealth Management
Colorado
$52K
CFS
1199
CGC Financial Services
Oregon
$51.5K
RMC
1200
Resources Management Corp
Connecticut
$51K