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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
HCA
1401
Harbor Capital Advisors
Illinois
DS
1402
DRW Securities
Illinois
DCM
1403
Dean Capital Management
Kansas
HP
1404
Havemeyer Place
Connecticut
DAS
1405
Diversify Advisory Services
Utah
AO
1406
Advisor OS
Illinois
MA
1407
MJP Associates
Connecticut
FFM
1408
Forum Financial Management
Illinois
NICM
1409
Neo Ivy Capital Management
New York
VI
1410
Versor Investments
New York
CT
1411
Coastline Trust
Rhode Island
GCM
1412
Gallacher Capital Management
Colorado
SMA
1413
Sage Mountain Advisors
Georgia
FFC
1414
Frederick Financial Consultants
Maryland
OBAM
1415
ODDO BHF Asset Management
France
FCMC
1416
Founders Capital Management (Connecticut)
Connecticut
CW
1417
CreativeOne Wealth
Kansas
CG
1418
Cynosure Group
Utah
PGFC
1419
Peapack-Gladstone Financial Corp
New Jersey
LCWP
1420
Legacy Capital Wealth Partners
Arkansas
WP
1421
WealthPLAN Partners
Nebraska
IA
1422
IFG Advisory
Georgia
PCP
1423
Perbak Capital Partners
United Kingdom
AWM
1424
Accurate Wealth Management
Florida
NFG
1425
Northeast Financial Group
Pennsylvania