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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
R
1451
Rebalance
California
RCAG
1452
Rehmann Capital Advisory Group
Michigan
JF
1453
JMN Financial
Ohio
VFG
1454
Victory Financial Group
Texas
MPW
1455
MASECO Private Wealth
BHWM
1456
Bar Harbor Wealth Management
New Hampshire
FFG
1457
Fiduciary Financial Group
California
APG
1458
Abacus Planning Group
South Carolina
PL
1459
Plancorp LLC
Missouri
MCM
1460
Marathon Capital Management
Maryland
CCMG
1461
Connecticut Capital Management Group
Connecticut
HBS
1462
Howard Bailey Securities
Indiana
RCM
1463
RB Capital Management
Nevada
SFGM
1464
Stonebridge Financial Group (Missouri)
Missouri
BG
1465
Bahl & Gaynor
Ohio
SPC
1466
Sigma Planning Corp
Michigan
CI Investments Inc
1467
CI Investments Inc
Ontario, Canada
IFO
1468
Independent Family Office
New York
AIA
1469
AssuredPartners Investment Advisors
Florida
VC
1470
Vicus Capital
Pennsylvania
NRC
1471
New Republic Capital
North Carolina
AWM
1472
Aviso Wealth Management
Washington
WCG
1473
Weaver Consulting Group
California
GCM
1474
Genus Capital Management
British Columbia, Canada
MIM
1475
Macroview Investment Management
Maryland