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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
SR
1301
Swiss Re
Switzerland
$10.7K
BLC
1302
Brown, Lisle/Cummings
Rhode Island
$10.7K +$5.3K +11 +85%
WAS
1303
Winch Advisory Services
Wisconsin
$10.3K
APW
1304
Acima Private Wealth
Virginia
$10.2K
KG
1305
Kilter Group
New York
$9.33K -$1.93K -4 -16%
JGCM
1306
Joseph Group Capital Management
Ohio
$9.33K +$3.85K +8 +62%
GXJ
1307
Global X Japan
Japan
$9.33K +$10.1K +21 New
CAL
1308
Capital Advisors Ltd
Ohio
$9K
GWSA
1309
Global Wealth Strategies & Associates
Colorado
$8.89K -$964 -2 -9%
TCM
1310
TD Capital Management
Tennessee
$8.54K -$20.2K -42 -69%
TM
1311
Torren Management
California
$8.44K -$50.1K -104 -85%
FDCP
1312
Foster Dykema Cabot & Partners
Massachusetts
$8.44K
AW
1313
Avion Wealth
Texas
$8K -$964 -2 -10%
PMFA
1314
Plante Moran Financial Advisors
Michigan
$8K -$4.82K -10 -36%
BHWM
1315
Bay Harbor Wealth Management
Maryland
$8K +$3.37K +7 +64%
WAG
1316
Wilkerson Advisory Group
Missouri
$8K +$5.78K +12 +200%
UFPG
1317
United Financial Planning Group
New York
$8K +$8.67K +18 New
CSB
1318
City State Bank
Iowa
$7.55K
SN
1319
Sittner & Nelson
Oregon
$7.55K
HWP
1320
Highline Wealth Partners
California
$7.16K +$1.93K +4 +33%
ACA
1321
Atlas Capital Advisors
Wyoming
$7.11K
HBW
1322
Hazlett, Burt & Watson
West Virginia
$7K
DF
1323
Dunhill Financial
United Kingdom
$6.74K -$964 -2 -12%
SSG
1324
Summit Securities Group
New York
$6.67K -$58.8K -122 -89%
EF
1325
Entrust Financial
Pennsylvania
$6.67K