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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
AP
1326
Aspect Partners
Virginia
$3.11K
CFM
1327
Cornerstone Financial Management
Massachusetts
$3.11K
VWM
1328
Vermillion Wealth Management
Minnesota
$3.11K
CWP
1329
Clark Wealth Partners
Illinois
$2.67K
CIAS
1330
CBIZ Investment Advisory Services
Ohio
$2.67K
AIS
1331
Advocate Investing Services
Maryland
$2.67K
PWA
1332
Portus Wealth Advisors
North Carolina
$2.67K
PWA
1333
Physician Wealth Advisors
Utah
$2.22K
1CP
1334
1015 Capital Partners
Pennsylvania
$2.22K
BH
1335
Burk Holdings
Oklahoma
$2.22K
MAM
1336
Marquette Asset Management
Minnesota
$2.22K
HIA
1337
HFM Investment Advisors
New Jersey
$1.78K
NL
1338
NVWM LLC
Pennsylvania
$1.78K
DI
1339
DAGCO Inc
Ohio
$1.78K
HFS
1340
Hughes Financial Services
Virginia
$1.78K
AA
1341
Addison Advisors
Vermont
$1.33K
BTD
1342
BankPlus Trust Department
Mississippi
$1.33K
WA
1343
WestEnd Advisors
North Carolina
$1.33K
MHR
1344
Matthew Hamilton Rosenberg
$1.33K
Walleye Capital
1345
Walleye Capital
New York
$1.33K
TCM
1346
Triumph Capital Management
Colorado
$1.33K
IWP
1347
IAG Wealth Partners
Wisconsin
$1.24K
GSWM
1348
Golden State Wealth Management
California
$895
DWM
1349
Dogwood Wealth Management
Kansas
$889
DF
1350
DecisionPoint Financial
Arizona
$889