We are live on ! Find out more
AMP icon

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
17.03%
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
BH
1351
Burk Holdings
Oklahoma
$2.22K +$2.41K +5 New
MAM
1352
Marquette Asset Management
Minnesota
$2.22K +$2.41K +5 New
HIA
1353
HFM Investment Advisors
New Jersey
$1.78K -$482 -1 -20%
DI
1354
DAGCO Inc
Ohio
$1.78K
NL
1355
NVWM LLC
Pennsylvania
$1.78K
HFS
1356
Hughes Financial Services
Virginia
$1.78K +$1.45K +3 +300%
AA
1357
Addison Advisors
Vermont
$1.33K
BTD
1358
BankPlus Trust Department
Mississippi
$1.33K
MHR
1359
Matthew Hamilton Rosenberg
$1.33K
WA
1360
WestEnd Advisors
North Carolina
$1.33K
TCM
1361
Triumph Capital Management
Colorado
$1.33K +$1.45K +3 New
Walleye Capital
1362
Walleye Capital
New York
$1.33K +$1.45K +3 New
IWP
1363
IAG Wealth Partners
Wisconsin
$1.24K
GSWM
1364
Golden State Wealth Management
California
$895 -$6.26K -13 -87%
DWM
1365
Dogwood Wealth Management
Kansas
$889 -$3.37K -7 -78%
ACM
1366
Anfield Capital Management
California
$889
AIM
1367
Arcadia Investment Management
Michigan
$889
DF
1368
DecisionPoint Financial
Arizona
$889
SA
1369
Seneschal Advisors
Washington
$889
ACA
1370
American Capital Advisory
Idaho
$889 +$482 +1 +100%
DWP
1371
Destiny Wealth Partners
Florida
$889 +$964 +2 New
NF
1372
Napier Financial
Massachusetts
$889 +$964 +2 New
T
1373
Tidemark
California
$889 +$964 +2 New
TCOT
1374
Trust Company of Toledo
Ohio
$889 +$964 +2 New
QWM
1375
Quaker Wealth Management
New Jersey
$445 -$482 -1 -50%