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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
VFM
1326
Vision Financial Markets
Connecticut
$3.8K
NFSG
1327
Newbridge Financial Services Group
Florida
$3.76K
ADL
1328
Asset Dedication LLC
California
$3.56K
JSAM
1329
J. Safra Asset Management
New York
$3.56K
SRCM
1330
Signature Resources Capital Management
California
$3.56K
AP
1331
Aspect Partners
Virginia
$3.11K
CFM
1332
Cornerstone Financial Management
Massachusetts
$3.11K
VWM
1333
Vermillion Wealth Management
Minnesota
$3.11K
CWP
1334
Clark Wealth Partners
Illinois
$2.67K
CIAS
1335
CBIZ Investment Advisory Services
Ohio
$2.67K
AIS
1336
Advocate Investing Services
Maryland
$2.67K
PWA
1337
Portus Wealth Advisors
North Carolina
$2.67K
PWA
1338
Physician Wealth Advisors
Utah
$2.22K
1CP
1339
1015 Capital Partners
Pennsylvania
$2.22K
BH
1340
Burk Holdings
Oklahoma
$2.22K
MAM
1341
Marquette Asset Management
Minnesota
$2.22K
HIA
1342
HFM Investment Advisors
New Jersey
$1.78K
NL
1343
NVWM LLC
Pennsylvania
$1.78K
DI
1344
DAGCO Inc
Ohio
$1.78K
HFS
1345
Hughes Financial Services
Virginia
$1.78K
AA
1346
Addison Advisors
Vermont
$1.33K
BTD
1347
BankPlus Trust Department
Mississippi
$1.33K
WA
1348
WestEnd Advisors
North Carolina
$1.33K
MHR
1349
Matthew Hamilton Rosenberg
$1.33K
TCM
1350
Triumph Capital Management
Colorado
$1.33K