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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
MWM
1451
MOR Wealth Management
Pennsylvania
-$257K -525 Closed
CAG
1452
Csenge Advisory Group
Florida
-$255K -520 Closed
HKIMG
1453
Hutchens & Kramer Investment Management Group
Indiana
-$252K -513 Closed
CWM
1454
Calamos Wealth Management
Illinois
-$251K -512 Closed
MWM
1455
Maridea Wealth Management
New York
-$248K -506 Closed
SC
1456
Scotia Capital
Ontario, Canada
-$238K -485 Closed
SFC
1457
SYM Financial Corp
Indiana
-$229K -467 Closed
AWA
1458
Arete Wealth Advisors
Illinois
-$229K -466 Closed
QPWM
1459
Quadrant Private Wealth Management
Pennsylvania
-$225K -459 Closed
KCP
1460
Kera Capital Partners
California
-$240K -456 Closed
R
1461
Rebalance
California
-$222K -453 Closed
RCAG
1462
Rehmann Capital Advisory Group
Michigan
-$221K -451 Closed
JF
1463
JMN Financial
Ohio
-$221K -450 Closed
MPW
1464
MASECO Private Wealth
-$221K -450 Closed
VFG
1465
Victory Financial Group
Texas
-$221K -450 Closed
BHWM
1466
Bar Harbor Wealth Management
New Hampshire
-$220K -449 Closed
CAM
1467
Concorde Asset Management
Michigan
-$219K -446 Closed
FFG
1468
Fiduciary Financial Group
California
-$218K -444 Closed
APG
1469
Abacus Planning Group
South Carolina
-$216K -441 Closed
PL
1470
Plancorp LLC
Missouri
-$215K -439 Closed
CCMG
1471
Connecticut Capital Management Group
Connecticut
-$213K -435 Closed
MCM
1472
Marathon Capital Management
Maryland
-$213K -435 Closed
HBS
1473
Howard Bailey Securities
Indiana
-$213K -434 Closed
RCM
1474
RB Capital Management
Nevada
-$212K -433 Closed
SFGM
1475
Stonebridge Financial Group (Missouri)
Missouri
-$212K -433 Closed