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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
FFC
1201
First Financial Corp
Indiana
$40K
MEG
1202
Millstone Evans Group
Colorado
$39.1K
AFG
1203
Albion Financial Group
Utah
$38.7K
OCWP
1204
Owl Creek Wealth Partners
Colorado
$37.3K
AWM
1205
Abound Wealth Management
Tennessee
$36.1K
HFM
1206
Harvest Fund Management
China
$36K
MAM
1207
Morse Asset Management
Connecticut
$35.6K
ATC
1208
Adirondack Trust Company
New York
$35.1K
EWM
1209
Evolution Wealth Management
Florida
$34.2K
RDFA
1210
Ritter Daniher Financial Advisory
Ohio
$33.8K
WPA
1211
Wealth Preservation Advisors
Tennessee
$32.4K
C
1212
Covestor
United Kingdom
$32K
PB
1213
Prosperity Bancshares
Texas
$30.2K
OC
1214
Oakworth Capital
Alabama
$29.8K
MWM
1215
Mascoma Wealth Management
New Hampshire
$29.3K
SL
1216
Salomon & Ludwin
Virginia
$29.1K
AFC
1217
Ares Financial Consulting
California
$28.8K
ANBT
1218
American National Bank & Trust
Texas
$28.4K
CCWM
1219
Cassaday & Co Wealth Management
Virginia
$28K
WSFG
1220
Wall Street Financial Group
Illinois
$28K
SS
1221
SBI Securities
Japan
$27.1K
KFI
1222
Key Financial Inc
Pennsylvania
$27.1K
HIW
1223
Holos Integrated Wealth
Pennsylvania
$26.8K
WOSD
1224
WFA of San Diego
California
$26.7K
WIM
1225
Westside Investment Management
California
$26.7K