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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
BHWM
1451
Bar Harbor Wealth Management
New Hampshire
FFG
1452
Fiduciary Financial Group
California
APG
1453
Abacus Planning Group
South Carolina
PL
1454
Plancorp LLC
Missouri
MCM
1455
Marathon Capital Management
Maryland
CCMG
1456
Connecticut Capital Management Group
Connecticut
HBS
1457
Howard Bailey Securities
Indiana
RCM
1458
RB Capital Management
Nevada
SFGM
1459
Stonebridge Financial Group (Missouri)
Missouri
BG
1460
Bahl & Gaynor
Ohio
SPC
1461
Sigma Planning Corp
Michigan
CI Investments Inc
1462
CI Investments Inc
Ontario, Canada
IFO
1463
Independent Family Office
New York
AIA
1464
AssuredPartners Investment Advisors
Florida
VC
1465
Vicus Capital
Pennsylvania
NRC
1466
New Republic Capital
North Carolina
AWM
1467
Aviso Wealth Management
Washington
WCG
1468
Weaver Consulting Group
California
GCM
1469
Genus Capital Management
British Columbia, Canada
MIM
1470
Macroview Investment Management
Maryland
SMWM
1471
Silvia McColl Wealth Management
California
OL
1472
one8zero8 LLC
North Carolina
Group One Trading
1473
Group One Trading
Illinois
TPWM
1474
Twelve Points Wealth Management
Massachusetts
EBA
1475
Eagle Bay Advisors
New York