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