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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
RMC
1201
Resources Management Corp
Connecticut
$51K
SIC
1202
SJS Investment Consulting
Ohio
$49.3K +$22.6K +47 +73%
DAM
1203
Delta Asset Management
Tennessee
$49.3K
LWM
1204
Lodestone Wealth Management
Washington
$49.3K
TSMHT
1205
Thurston Springer Miller Herd & Titak
Indiana
$48.9K
AF
1206
Alerus Financial
North Dakota
$47.1K
SC
1207
SouthState Corp
Florida
$46.7K +$26.5K +55 +110%
WBC
1208
West Branch Capital
Massachusetts
$46.7K
QL
1209
Quarry LP
New York
$46.7K +$28.9K +60 +133%
AWM
1210
Activest Wealth Management
Florida
$44.9K +$10.6K +22 +28%
JWM
1211
JPL Wealth Management
Colorado
$43.6K +$47.2K +98 New
LCA
1212
Legend Capital Advisors
New York
$43.1K +$46.7K +97 New
FWA
1213
Flagship Wealth Advisors
Massachusetts
$42.7K -$50.6K -105 -57%
BIA
1214
Bell Investment Advisors
California
$40.4K -$482 -1 -1%
TFIPS
1215
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K -$16.9K -35 -28%
FFC
1216
First Financial Corp
Indiana
$40K
MEG
1217
Millstone Evans Group
Colorado
$39.1K
AFG
1218
Albion Financial Group
Utah
$38.7K
OCWP
1219
Owl Creek Wealth Partners
Colorado
$37.3K +$40.5K +84 New
AWM
1220
Abound Wealth Management
Tennessee
$36.1K +$964 +2 +3%
HFM
1221
Harvest Fund Management
China
$36K +$4.82K +10 +14%
MAM
1222
Morse Asset Management
Connecticut
$35.6K
ATC
1223
Adirondack Trust Company
New York
$35.1K
EWM
1224
Evolution Wealth Management
Florida
$34.2K +$37.1K +77 New
RDFA
1225
Ritter Daniher Financial Advisory
Ohio
$33.8K