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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
WAG
1301
Wilkerson Advisory Group
Missouri
$8K
UFPG
1302
United Financial Planning Group
New York
$8K
SN
1303
Sittner & Nelson
Oregon
$7.55K
CSB
1304
City State Bank
Iowa
$7.55K
HWP
1305
Highline Wealth Partners
California
$7.16K
ACA
1306
Atlas Capital Advisors
Wyoming
$7.11K
HBW
1307
Hazlett, Burt & Watson
West Virginia
$7K
DF
1308
Dunhill Financial
United Kingdom
$6.74K
SSG
1309
Summit Securities Group
New York
$6.67K
EF
1310
Entrust Financial
Pennsylvania
$6.67K
SVCP
1311
Silicon Valley Capital Partners
California
$6.64K
RWM
1312
RMG Wealth Management
Wisconsin
$6.03K
OAJ
1313
Ogorek Anthony Joseph
New York
$6K
CC
1314
Corsicana & Co
Texas
$5.81K
S
1315
Sachetta
Massachusetts
$4.89K
GGI
1316
Godsey & Gibb Inc
Virginia
$4.89K
EWP
1317
Elevation Wealth Partners
California
$4.89K
CCM
1318
Chilton Capital Management
Texas
$4.44K
NRG
1319
Nemes Rush Group
Michigan
$4.44K
GFL
1320
Granite FO LLC
New Hampshire
$4K
GSEP
1321
Golden State Equity Partners
California
$4K
VFM
1322
Vision Financial Markets
Connecticut
$3.8K
NFSG
1323
Newbridge Financial Services Group
Florida
$3.76K
JSAM
1324
J. Safra Asset Management
New York
$3.56K
SRCM
1325
Signature Resources Capital Management
California
$3.56K