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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
WPA
1226
Wealth Preservation Advisors
Tennessee
$32.4K +$6.26K +13 +22%
C
1227
Covestor
United Kingdom
$32K -$9.16K -19 -21%
PB
1228
Prosperity Bancshares
Texas
$30.2K
OC
1229
Oakworth Capital
Alabama
$29.8K
MWM
1230
Mascoma Wealth Management
New Hampshire
$29.3K
SL
1231
Salomon & Ludwin
Virginia
$29.1K -$14.9K -31 -32%
AFC
1232
Ares Financial Consulting
California
$28.8K
ANBT
1233
American National Bank & Trust
Texas
$28.4K -$482 -1 -2%
CCWM
1234
Cassaday & Co Wealth Management
Virginia
$28K +$30.4K +63 New
WSFG
1235
Wall Street Financial Group
Illinois
$28K +$30.4K +63 New
KFI
1236
Key Financial Inc
Pennsylvania
$27.1K
SS
1237
SBI Securities
Japan
$27.1K
HIW
1238
Holos Integrated Wealth
Pennsylvania
$26.8K +$964 +2 +3%
WIM
1239
Westside Investment Management
California
$26.7K
WOSD
1240
WFA of San Diego
California
$26.7K
3FI
1241
3 Factor Indexing
California
$26.7K +$28.9K +60 New
TFM
1242
TFC Financial Management
Massachusetts
$26.2K +$9.64K +20 +51%
RWM
1243
Rialto Wealth Management
New York
$26.2K -$482 -1 -2%
BTC
1244
Bank & Trust Company
Illinois
$25.3K
DPW
1245
DiNuzzo Private Wealth
Pennsylvania
$25.3K
CYG
1246
Clean Yield Group
Vermont
$24.9K -$26K -54 -49%
CCMI
1247
Creative Capital Management Investments
California
$24.9K
MFC
1248
Mechanics Financial Corp
Ohio
$24.4K
PSB
1249
Piscataqua Savings Bank
New Hampshire
$24.4K
TLCM
1250
Twin Lakes Capital Management
California
$23.7K