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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
RWM
1326
RMG Wealth Management
Wisconsin
$6.03K
OAJ
1327
Ogorek Anthony Joseph
New York
$6K
CC
1328
Corsicana & Co
Texas
$5.81K
GGI
1329
Godsey & Gibb Inc
Virginia
$4.89K
S
1330
Sachetta
Massachusetts
$4.89K
EWP
1331
Elevation Wealth Partners
California
$4.89K
CCM
1332
Chilton Capital Management
Texas
$4.44K
NRG
1333
Nemes Rush Group
Michigan
$4.44K
GFL
1334
Granite FO LLC
New Hampshire
$4K
GSEP
1335
Golden State Equity Partners
California
$4K
VFM
1336
Vision Financial Markets
Connecticut
$3.8K
NFSG
1337
Newbridge Financial Services Group
Florida
$3.76K
ADL
1338
Asset Dedication LLC
California
$3.56K
JSAM
1339
J. Safra Asset Management
New York
$3.56K
SRCM
1340
Signature Resources Capital Management
California
$3.56K
AP
1341
Aspect Partners
Virginia
$3.11K
CFM
1342
Cornerstone Financial Management
Massachusetts
$3.11K
VWM
1343
Vermillion Wealth Management
Minnesota
$3.11K
CWP
1344
Clark Wealth Partners
Illinois
$2.67K
CIAS
1345
CBIZ Investment Advisory Services
Ohio
$2.67K
AIS
1346
Advocate Investing Services
Maryland
$2.67K
PWA
1347
Portus Wealth Advisors
North Carolina
$2.67K
PWA
1348
Physician Wealth Advisors
Utah
$2.22K
1CP
1349
1015 Capital Partners
Pennsylvania
$2.22K
BH
1350
Burk Holdings
Oklahoma
$2.22K