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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
FWIA
1426
Fort Washington Investment Advisors
Ohio
SP
1427
SmartHarvest Portfolios
Washington
SFWC
1428
Strategic Family Wealth Counselors
New Jersey
BWP
1429
Burling Wealth Partners
Illinois
CMF
1430
Counterpoint Mutual Funds
California
GM
1431
GeoWealth Management
Illinois
XWL
1432
XXI Wealth LLC
Illinois
DCM
1433
DGS Capital Management
New Jersey
TIM
1434
Tortoise Investment Management
New York
KFS
1435
Kelly Financial Services
Massachusetts
MWM
1436
MOR Wealth Management
Pennsylvania
CAG
1437
Csenge Advisory Group
Florida
HKIMG
1438
Hutchens & Kramer Investment Management Group
Indiana
CWM
1439
Calamos Wealth Management
Illinois
MWM
1440
Maridea Wealth Management
New York
SC
1441
Scotia Capital
Ontario, Canada
SFC
1442
SYM Financial Corp
Indiana
AWA
1443
Arete Wealth Advisors
Illinois
QPWM
1444
Quadrant Private Wealth Management
Pennsylvania
KCP
1445
Kera Capital Partners
California
R
1446
Rebalance
California
RCAG
1447
Rehmann Capital Advisory Group
Michigan
JF
1448
JMN Financial
Ohio
VFG
1449
Victory Financial Group
Texas
MPW
1450
MASECO Private Wealth