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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
C
1226
Covestor
United Kingdom
$32K
PB
1227
Prosperity Bancshares
Texas
$30.2K
OC
1228
Oakworth Capital
Alabama
$29.8K
MWM
1229
Mascoma Wealth Management
New Hampshire
$29.3K
SL
1230
Salomon & Ludwin
Virginia
$29.1K
AFC
1231
Ares Financial Consulting
California
$28.8K
ANBT
1232
American National Bank & Trust
Texas
$28.4K
CCWM
1233
Cassaday & Co Wealth Management
Virginia
$28K
WSFG
1234
Wall Street Financial Group
Illinois
$28K
KFI
1235
Key Financial Inc
Pennsylvania
$27.1K
SS
1236
SBI Securities
Japan
$27.1K
HIW
1237
Holos Integrated Wealth
Pennsylvania
$26.8K
WIM
1238
Westside Investment Management
California
$26.7K
WOSD
1239
WFA of San Diego
California
$26.7K
3FI
1240
3 Factor Indexing
California
$26.7K
TFM
1241
TFC Financial Management
Massachusetts
$26.2K
RWM
1242
Rialto Wealth Management
New York
$26.2K
BTC
1243
Bank & Trust Company
Illinois
$25.3K
DPW
1244
DiNuzzo Private Wealth
Pennsylvania
$25.3K
CYG
1245
Clean Yield Group
Vermont
$24.9K
CCMI
1246
Creative Capital Management Investments
California
$24.9K
MFC
1247
Mechanics Financial Corp
Ohio
$24.4K
PSB
1248
Piscataqua Savings Bank
New Hampshire
$24.4K
TLCM
1249
Twin Lakes Capital Management
California
$23.7K
WA
1250
WPG Advisers
Maryland
$23.6K