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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
TCM
1351
Triumph Capital Management
Colorado
$1.33K
IWP
1352
IAG Wealth Partners
Wisconsin
$1.24K
GSWM
1353
Golden State Wealth Management
California
$895
DWM
1354
Dogwood Wealth Management
Kansas
$889
DF
1355
DecisionPoint Financial
Arizona
$889
SA
1356
Seneschal Advisors
Washington
$889
AIM
1357
Arcadia Investment Management
Michigan
$889
ACM
1358
Anfield Capital Management
California
$889
ACA
1359
American Capital Advisory
Idaho
$889
TCOT
1360
Trust Company of Toledo
Ohio
$889
NF
1361
Napier Financial
Massachusetts
$889
DWP
1362
Destiny Wealth Partners
Florida
$889
T
1363
Tidemark
California
$889
QWM
1364
Quaker Wealth Management
New Jersey
$445
RWS
1365
Retirement Wealth Solutions
Wisconsin
$445
RPA
1366
Redwood Park Advisors
California
$445
NWS
1367
Nvest Wealth Strategies
Ohio
$445
BFS
1368
Bare Financial Services
Pennsylvania
$444
RS
1369
Rakuten Securities
Japan
$444
APW
1370
Aventura Private Wealth
Florida
$444
CW
1371
Curio Wealth
Maryland
$444
RCM
1372
Raleigh Capital Management
North Carolina
$196
YDMI
1373
Y.D. More Investments
Israel
$81
Norges Bank
1374
Norges Bank
Norway
WP
1375
Woodline Partners
California