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Ameriprise Financial

1,382 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, 477 increasing their positions, 506 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
1,382
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
BLC
1301
Brown, Lisle/Cummings
Rhode Island
$10.7K
WAS
1302
Winch Advisory Services
Wisconsin
$10.3K
APW
1303
Acima Private Wealth
Virginia
$10.2K
KG
1304
Kilter Group
New York
$9.33K
JGCM
1305
Joseph Group Capital Management
Ohio
$9.33K
GXJ
1306
Global X Japan
Japan
$9.33K
CAL
1307
Capital Advisors Ltd
Ohio
$9K
GWSA
1308
Global Wealth Strategies & Associates
Colorado
$8.89K
TCM
1309
TD Capital Management
Tennessee
$8.54K
TM
1310
Torren Management
California
$8.44K
FDCP
1311
Foster Dykema Cabot & Partners
Massachusetts
$8.44K
AW
1312
Avion Wealth
Texas
$8K
PMFA
1313
Plante Moran Financial Advisors
Michigan
$8K
BHWM
1314
Bay Harbor Wealth Management
Maryland
$8K
WAG
1315
Wilkerson Advisory Group
Missouri
$8K
UFPG
1316
United Financial Planning Group
New York
$8K
CSB
1317
City State Bank
Iowa
$7.55K
SN
1318
Sittner & Nelson
Oregon
$7.55K
HWP
1319
Highline Wealth Partners
California
$7.16K
ACA
1320
Atlas Capital Advisors
Wyoming
$7.11K
HBW
1321
Hazlett, Burt & Watson
West Virginia
$7K
DF
1322
Dunhill Financial
United Kingdom
$6.74K
SSG
1323
Summit Securities Group
New York
$6.67K
EF
1324
Entrust Financial
Pennsylvania
$6.67K
SVCP
1325
Silicon Valley Capital Partners
California
$6.64K