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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
SIC
1201
SJS Investment Consulting
Ohio
$49.3K
DAM
1202
Delta Asset Management
Tennessee
$49.3K
LWM
1203
Lodestone Wealth Management
Washington
$49.3K
TSMHT
1204
Thurston Springer Miller Herd & Titak
Indiana
$48.9K
AF
1205
Alerus Financial
North Dakota
$47.1K
SC
1206
SouthState Corp
Florida
$46.7K
WBC
1207
West Branch Capital
Massachusetts
$46.7K
QL
1208
Quarry LP
New York
$46.7K
AWM
1209
Activest Wealth Management
Florida
$44.9K
JWM
1210
JPL Wealth Management
Colorado
$43.6K
LCA
1211
Legend Capital Advisors
New York
$43.1K
FWA
1212
Flagship Wealth Advisors
Massachusetts
$42.7K
BIA
1213
Bell Investment Advisors
California
$40.4K
TFIPS
1214
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K
FFC
1215
First Financial Corp
Indiana
$40K
MEG
1216
Millstone Evans Group
Colorado
$39.1K
AFG
1217
Albion Financial Group
Utah
$38.7K
OCWP
1218
Owl Creek Wealth Partners
Colorado
$37.3K
AWM
1219
Abound Wealth Management
Tennessee
$36.1K
HFM
1220
Harvest Fund Management
China
$36K
MAM
1221
Morse Asset Management
Connecticut
$35.6K
ATC
1222
Adirondack Trust Company
New York
$35.1K
EWM
1223
Evolution Wealth Management
Florida
$34.2K
RDFA
1224
Ritter Daniher Financial Advisory
Ohio
$33.8K
WPA
1225
Wealth Preservation Advisors
Tennessee
$32.4K