We are live on ! Find out more
AMP icon

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
BWL
1276
Bogart Wealth LLC
Virginia
$16.4K +$12.5K +26 +236%
RFA
1277
Reyes Financial Architecture
California
$15.6K
TFA
1278
Toth Financial Advisory
Virginia
$15.6K
VWA
1279
Valued Wealth Advisors
Utah
$15.3K -$6.26K -13 -28%
B
1280
Birchbrook
Maine
$15.1K
SIS
1281
Strategic Investment Solutions
Illinois
$14.7K
FFA
1282
Frazier Financial Advisors
Ohio
$14.7K +$10.6K +22 +200%
CVM
1283
Cheviot Value Management
California
$14.7K
PWMG
1284
Prestige Wealth Management Group
New Jersey
$14.2K
FC
1285
Financial Consulate
Maryland
$14K
RF
1286
Rossby Financial
Florida
$14K +$7.23K +15 +88%
BT
1287
Banque Transatlantique
France
$13.4K
KAS
1288
Kemnay Advisory Services
New York
$13.3K -$3.37K -7 -19%
IRC
1289
Investors Research Corp
Georgia
$13.3K
SIM
1290
Synergy Investment Management
Florida
$13.3K +$14.5K +30 New
GEA
1291
Glen Eagle Advisors
New Jersey
$12.9K
EFMH
1292
E Fund Management (HK)
Hong Kong
$12.4K
MSG
1293
Main Street Group
Virginia
$12.2K +$13.5K +28 New
SA
1294
Scarborough Advisors
Maryland
$12K
JFA
1295
JNBA Financial Advisors
Minnesota
$11.6K
CTB
1296
Country Trust Bank
Illinois
$11.6K
FCAS
1297
First Command Advisory Services
Texas
$11.6K +$2.89K +6 +30%
FG
1298
Fairman Group
Pennsylvania
$11.1K
CAM
1299
Costello Asset Management
Pennsylvania
$11K
SGK
1300
Steigerwald Gordon & Koch
Virginia
$10.7K