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Ameriprise Financial

1,382 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, 477 increasing their positions, 506 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
1,382
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
CG
1426
Cynosure Group
Utah
PGFC
1427
Peapack-Gladstone Financial Corp
New Jersey
LCWP
1428
Legacy Capital Wealth Partners
Arkansas
WP
1429
WealthPLAN Partners
Nebraska
IA
1430
IFG Advisory
Georgia
PCP
1431
Perbak Capital Partners
United Kingdom
AWM
1432
Accurate Wealth Management
Florida
NFG
1433
Northeast Financial Group
Pennsylvania
BA
1434
Bellwether Advisors
Nebraska
PA
1435
PharVision Advisers
Florida
FFP
1436
FourThought Financial Partners
Florida
HCM
1437
Howard Capital Management
Georgia
ACM
1438
AlphaStar Capital Management
North Carolina
FWIA
1439
Fort Washington Investment Advisors
Ohio
SP
1440
SmartHarvest Portfolios
Washington
SFWC
1441
Strategic Family Wealth Counselors
New Jersey
BWP
1442
Burling Wealth Partners
Illinois
CMF
1443
Counterpoint Mutual Funds
California
GM
1444
GeoWealth Management
Illinois
XWL
1445
XXI Wealth LLC
Illinois
DCM
1446
DGS Capital Management
New Jersey
TIM
1447
Tortoise Investment Management
New York
KFS
1448
Kelly Financial Services
Massachusetts
FWP
1449
FAS Wealth Partners
Kansas
MWM
1450
MOR Wealth Management
Pennsylvania