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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
BA
1426
Bellwether Advisors
Nebraska
PA
1427
PharVision Advisers
Florida
FFP
1428
FourThought Financial Partners
Florida
HCM
1429
Howard Capital Management
Georgia
ACM
1430
AlphaStar Capital Management
North Carolina
FWIA
1431
Fort Washington Investment Advisors
Ohio
SP
1432
SmartHarvest Portfolios
Washington
SFWC
1433
Strategic Family Wealth Counselors
New Jersey
BWP
1434
Burling Wealth Partners
Illinois
CMF
1435
Counterpoint Mutual Funds
California
GM
1436
GeoWealth Management
Illinois
XWL
1437
XXI Wealth LLC
Illinois
DCM
1438
DGS Capital Management
New Jersey
TIM
1439
Tortoise Investment Management
New York
KFS
1440
Kelly Financial Services
Massachusetts
MWM
1441
MOR Wealth Management
Pennsylvania
CAG
1442
Csenge Advisory Group
Florida
HKIMG
1443
Hutchens & Kramer Investment Management Group
Indiana
CWM
1444
Calamos Wealth Management
Illinois
MWM
1445
Maridea Wealth Management
New York
SC
1446
Scotia Capital
Ontario, Canada
SFC
1447
SYM Financial Corp
Indiana
AWA
1448
Arete Wealth Advisors
Illinois
QPWM
1449
Quadrant Private Wealth Management
Pennsylvania
KCP
1450
Kera Capital Partners
California