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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
SVCP
1326
Silicon Valley Capital Partners
California
$6.64K
RWM
1327
RMG Wealth Management
Wisconsin
$6.03K -$817K -1,695 -99%
OAJ
1328
Ogorek Anthony Joseph
New York
$6K +$482 +1 +7%
CC
1329
Corsicana & Co
Texas
$5.81K
GGI
1330
Godsey & Gibb Inc
Virginia
$4.89K
S
1331
Sachetta
Massachusetts
$4.89K
EWP
1332
Elevation Wealth Partners
California
$4.89K +$2.89K +6 +120%
CCM
1333
Chilton Capital Management
Texas
$4.44K -$2.89K -6 -38%
NRG
1334
Nemes Rush Group
Michigan
$4.44K
GFL
1335
Granite FO LLC
New Hampshire
$4K
GSEP
1336
Golden State Equity Partners
California
$4K +$4.34K +9 New
VFM
1337
Vision Financial Markets
Connecticut
$3.8K
NFSG
1338
Newbridge Financial Services Group
Florida
$3.76K -$9.64K -20 -71%
ADL
1339
Asset Dedication LLC
California
$3.56K -$8.67K -18 -69%
JSAM
1340
J. Safra Asset Management
New York
$3.56K -$482 -1 -11%
SRCM
1341
Signature Resources Capital Management
California
$3.56K
AP
1342
Aspect Partners
Virginia
$3.11K
CFM
1343
Cornerstone Financial Management
Massachusetts
$3.11K +$482 +1 +17%
VWM
1344
Vermillion Wealth Management
Minnesota
$3.11K +$3.37K +7 New
CWP
1345
Clark Wealth Partners
Illinois
$2.67K
CIAS
1346
CBIZ Investment Advisory Services
Ohio
$2.67K -$964 -2 -25%
AIS
1347
Advocate Investing Services
Maryland
$2.67K
PWA
1348
Portus Wealth Advisors
North Carolina
$2.67K +$2.89K +6 New
PWA
1349
Physician Wealth Advisors
Utah
$2.22K -$8.67K -18 -78%
1CP
1350
1015 Capital Partners
Pennsylvania
$2.22K +$482 +1 +25%