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Ameriprise Financial

1,389 hedge funds and large institutions have $34.9B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 478 increasing their positions, 509 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 86.08%86.08% (-0%)

6% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 509

10% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 133

3% less funds holding

Funds holding: 1,4261,389 (-37)

11% less capital invested

Capital invested by funds: $39.2B → $34.9B (-$4.35B)

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
1,389
Holders Change
-37
Holders Change %
-2.59%
% of All Funds
17%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.13%
New
120
Increased
478
Reduced
509
Closed
133
Calls
$39.1M
Puts
$45.7M
Net Calls
-$6.65M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1451
GeoWealth Management
Illinois
-$282K -576 Closed
XWL
1452
XXI Wealth LLC
Illinois
-$276K -563 Closed
DCM
1453
DGS Capital Management
New Jersey
-$275K -560 Closed
TIM
1454
Tortoise Investment Management
New York
-$270K -551 Closed
KFS
1455
Kelly Financial Services
Massachusetts
-$260K -529 Closed
FWP
1456
FAS Wealth Partners
Kansas
-$258K -526 Closed
MWM
1457
MOR Wealth Management
Pennsylvania
-$257K -525 Closed
CAG
1458
Csenge Advisory Group
Florida
-$255K -520 Closed
HKIMG
1459
Hutchens & Kramer Investment Management Group
Indiana
-$252K -513 Closed
CWM
1460
Calamos Wealth Management
Illinois
-$251K -512 Closed
MWM
1461
Maridea Wealth Management
New York
-$248K -506 Closed
SC
1462
Scotia Capital
Ontario, Canada
-$238K -485 Closed
SFC
1463
SYM Financial Corp
Indiana
-$229K -467 Closed
QPWM
1464
Quadrant Private Wealth Management
Pennsylvania
-$225K -459 Closed
KCP
1465
Kera Capital Partners
California
-$240K -456 Closed
R
1466
Rebalance
California
-$222K -453 Closed
RCAG
1467
Rehmann Capital Advisory Group
Michigan
-$221K -451 Closed
JF
1468
JMN Financial
Ohio
-$221K -450 Closed
MPW
1469
MASECO Private Wealth
-$221K -450 Closed
VFG
1470
Victory Financial Group
Texas
-$221K -450 Closed
BHWM
1471
Bar Harbor Wealth Management
New Hampshire
-$220K -449 Closed
CAM
1472
Concorde Asset Management
Michigan
-$219K -446 Closed
FFG
1473
Fiduciary Financial Group
California
-$218K -444 Closed
APG
1474
Abacus Planning Group
South Carolina
-$216K -441 Closed
PL
1475
Plancorp LLC
Missouri
-$215K -439 Closed

AMP Hedge Fund Activity: Q1 2026 in Review

1,389 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2026, worth a combined $34.9B — down 11% from $39.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of AMP and 120 opened new positions — a net loss of 13 holders — while 509 trimmed existing stakes and 478 added.

The largest buyer was Nuveen, adding an estimated $290M. The largest seller was JP Morgan Chase, cutting an estimated $868M.

  • 1,389 institutional investors held Ameriprise Financial (AMP) as of Q1 2026, down from 1,426 in Q4 2025.
  • Funds reported $34.9B of Ameriprise Financial stock for Q1 2026, down 11% quarter-over-quarter.
  • 120 funds opened new Ameriprise Financial positions in Q1 2026 and 133 closed out, a net change of -13 holders.
  • The largest Ameriprise Financial buyer in Q1 2026 was Nuveen, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q1 2026 was JP Morgan Chase, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.