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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
17.04%
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
CW
1426
CreativeOne Wealth
Kansas
-$467K -953 Closed
CG
1427
Cynosure Group
Utah
-$454K -926 Closed
PGFC
1428
Peapack-Gladstone Financial Corp
New Jersey
-$439K -896 Closed
LCWP
1429
Legacy Capital Wealth Partners
Arkansas
-$412K -839 Closed
WP
1430
WealthPLAN Partners
Nebraska
-$406K -827 Closed
IA
1431
IFG Advisory
Georgia
-$403K -822 Closed
PCP
1432
Perbak Capital Partners
United Kingdom
-$399K -814 Closed
AWM
1433
Accurate Wealth Management
Florida
-$397K -782 Closed
NFG
1434
Northeast Financial Group
Pennsylvania
-$360K -734 Closed
BA
1435
Bellwether Advisors
Nebraska
-$343K -699 Closed
PA
1436
PharVision Advisers
Florida
-$326K -665 Closed
FFP
1437
FourThought Financial Partners
Florida
-$324K -660 Closed
HCM
1438
Howard Capital Management
Georgia
-$317K -647 Closed
ACM
1439
AlphaStar Capital Management
North Carolina
-$317K -646 Closed
FWIA
1440
Fort Washington Investment Advisors
Ohio
-$313K -639 Closed
SP
1441
SmartHarvest Portfolios
Washington
-$312K -637 Closed
SFWC
1442
Strategic Family Wealth Counselors
New Jersey
-$311K -631 Closed
BWP
1443
Burling Wealth Partners
Illinois
-$306K -625 Closed
CMF
1444
Counterpoint Mutual Funds
California
-$306K -625 Closed
GM
1445
GeoWealth Management
Illinois
-$282K -576 Closed
XWL
1446
XXI Wealth LLC
Illinois
-$276K -563 Closed
DCM
1447
DGS Capital Management
New Jersey
-$275K -560 Closed
TIM
1448
Tortoise Investment Management
New York
-$270K -551 Closed
KFS
1449
Kelly Financial Services
Massachusetts
-$260K -529 Closed
FWP
1450
FAS Wealth Partners
Kansas
-$258K -526 Closed