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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
3FI
1226
3 Factor Indexing
California
$26.7K
TFM
1227
TFC Financial Management
Massachusetts
$26.2K
RWM
1228
Rialto Wealth Management
New York
$26.2K
BTC
1229
Bank & Trust Company
Illinois
$25.3K
DPW
1230
DiNuzzo Private Wealth
Pennsylvania
$25.3K
CYG
1231
Clean Yield Group
Vermont
$24.9K
CCMI
1232
Creative Capital Management Investments
California
$24.9K
MFC
1233
Mechanics Financial Corp
Ohio
$24.4K
PSB
1234
Piscataqua Savings Bank
New Hampshire
$24.4K
TLCM
1235
Twin Lakes Capital Management
California
$23.7K
WA
1236
WPG Advisers
Maryland
$23.6K
AF
1237
Advisornet Financial
Minnesota
$23.6K
BSB
1238
Bangor Savings Bank
Maine
$22.7K
SG
1239
Sankala Group
Colorado
$22.6K
PP
1240
PFS Partners
New Jersey
$22.2K
WWM
1241
Wolff Wiese Magana
California
$22.2K
FMP
1242
Financial Management Professionals
Texas
$21.8K
PF
1243
PlanVest Financial
Maryland
$21.8K
SWM
1244
SHP Wealth Management
Massachusetts
$21.6K
VNA
1245
Valley National Advisers
Pennsylvania
$21K
WA
1246
Whipplewood Advisors
Colorado
$20.9K
CA
1247
CoreCap Advisors
Michigan
$20.4K
SC
1248
Solstein Capital
California
$20.4K
FFL
1249
Financial Freedom LLC
Ohio
$20K
B
1250
Bayban
Minnesota
$20K