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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
HIMS
1251
Hager Investment Management Services
New Hampshire
$20K
FNWA
1252
Financial Network Wealth Advisors
Utah
$19.6K
BGAI
1253
Bruce G. Allen Investments
Colorado
$19.6K
CT
1254
Clearstead Trust
Maine
$19.1K
AF
1255
Align Financial
Minnesota
$19.1K
MFP
1256
Meramec Financial Planners
Missouri
$18.9K
BOTPPF
1257
Board of the Pension Protection Fund
United Kingdom
$17.8K
CWM
1258
Copia Wealth Management
Oregon
$17.8K
BDPWM
1259
Barnes Dennig Private Wealth Management
Ohio
$16.9K
RL
1260
Rogco LP
Oklahoma
$16.4K
BWL
1261
Bogart Wealth LLC
Virginia
$16.4K
TFA
1262
Toth Financial Advisory
Virginia
$15.6K
RFA
1263
Reyes Financial Architecture
California
$15.6K
VWA
1264
Valued Wealth Advisors
Utah
$15.3K
B
1265
Birchbrook
Maine
$15.1K
SIS
1266
Strategic Investment Solutions
Illinois
$14.7K
FFA
1267
Frazier Financial Advisors
Ohio
$14.7K
CVM
1268
Cheviot Value Management
California
$14.7K
PWMG
1269
Prestige Wealth Management Group
New Jersey
$14.2K
FC
1270
Financial Consulate
Maryland
$14K
RF
1271
Rossby Financial
Florida
$14K
BT
1272
Banque Transatlantique
France
$13.4K
KAS
1273
Kemnay Advisory Services
New York
$13.3K
IRC
1274
Investors Research Corp
Georgia
$13.3K
SIM
1275
Synergy Investment Management
Florida
$13.3K