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Ameriprise Financial

1,372 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, 476 increasing their positions, 499 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
1,372
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
FDCP
1301
Foster Dykema Cabot & Partners
Massachusetts
$8.44K
AW
1302
Avion Wealth
Texas
$8K
PMFA
1303
Plante Moran Financial Advisors
Michigan
$8K
BHWM
1304
Bay Harbor Wealth Management
Maryland
$8K
WAG
1305
Wilkerson Advisory Group
Missouri
$8K
UFPG
1306
United Financial Planning Group
New York
$8K
SN
1307
Sittner & Nelson
Oregon
$7.55K
CSB
1308
City State Bank
Iowa
$7.55K
HWP
1309
Highline Wealth Partners
California
$7.16K
ACA
1310
Atlas Capital Advisors
Wyoming
$7.11K
HBW
1311
Hazlett, Burt & Watson
West Virginia
$7K
DF
1312
Dunhill Financial
United Kingdom
$6.74K
SSG
1313
Summit Securities Group
New York
$6.67K
EF
1314
Entrust Financial
Pennsylvania
$6.67K
SVCP
1315
Silicon Valley Capital Partners
California
$6.64K
RWM
1316
RMG Wealth Management
Wisconsin
$6.03K
OAJ
1317
Ogorek Anthony Joseph
New York
$6K
CC
1318
Corsicana & Co
Texas
$5.81K
S
1319
Sachetta
Massachusetts
$4.89K
GGI
1320
Godsey & Gibb Inc
Virginia
$4.89K
EWP
1321
Elevation Wealth Partners
California
$4.89K
CCM
1322
Chilton Capital Management
Texas
$4.44K
NRG
1323
Nemes Rush Group
Michigan
$4.44K
GFL
1324
Granite FO LLC
New Hampshire
$4K
GSEP
1325
Golden State Equity Partners
California
$4K