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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
CMA
1176
Cedar Mountain Advisors
Oregon
$56K
JWA
1177
JFS Wealth Advisors
Pennsylvania
$55.5K
AG
1178
AmeriFlex Group
Nevada
$55.5K
MS
1179
Monetary Solutions
Ohio
$55.1K
HPWM
1180
High Point Wealth Management
New Jersey
$54.1K
ZBNA
1181
Zions Bancorporation, National Association
Utah
$53.8K
MA
1182
MCF Advisors
Kentucky
$53.3K
BGA
1183
Battery Global Advisors
Massachusetts
$52.9K
SEP
1184
Signature Equity Partners
Ohio
$52.7K
GWM
1185
Geneos Wealth Management
Colorado
$52K
CFS
1186
CGC Financial Services
Oregon
$51.5K
RMC
1187
Resources Management Corp
Connecticut
$51K
SIC
1188
SJS Investment Consulting
Ohio
$49.3K
LWM
1189
Lodestone Wealth Management
Washington
$49.3K
DAM
1190
Delta Asset Management
Tennessee
$49.3K
TSMHT
1191
Thurston Springer Miller Herd & Titak
Indiana
$48.9K
AF
1192
Alerus Financial
North Dakota
$47.1K
SC
1193
SouthState Corp
Florida
$46.7K
WBC
1194
West Branch Capital
Massachusetts
$46.7K
QL
1195
Quarry LP
New York
$46.7K
AWM
1196
Activest Wealth Management
Florida
$44.9K
JWM
1197
JPL Wealth Management
Colorado
$43.6K
LCA
1198
Legend Capital Advisors
New York
$43.1K
BIA
1199
Bell Investment Advisors
California
$40.4K
TFIPS
1200
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K