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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
CAG
1451
Csenge Advisory Group
Florida
HKIMG
1452
Hutchens & Kramer Investment Management Group
Indiana
CWM
1453
Calamos Wealth Management
Illinois
MWM
1454
Maridea Wealth Management
New York
SC
1455
Scotia Capital
Ontario, Canada
SFC
1456
SYM Financial Corp
Indiana
AWA
1457
Arete Wealth Advisors
Illinois
QPWM
1458
Quadrant Private Wealth Management
Pennsylvania
KCP
1459
Kera Capital Partners
California
R
1460
Rebalance
California
RCAG
1461
Rehmann Capital Advisory Group
Michigan
JF
1462
JMN Financial
Ohio
MPW
1463
MASECO Private Wealth
VFG
1464
Victory Financial Group
Texas
BHWM
1465
Bar Harbor Wealth Management
New Hampshire
CAM
1466
Concorde Asset Management
Michigan
FFG
1467
Fiduciary Financial Group
California
APG
1468
Abacus Planning Group
South Carolina
PL
1469
Plancorp LLC
Missouri
CCMG
1470
Connecticut Capital Management Group
Connecticut
MCM
1471
Marathon Capital Management
Maryland
HBS
1472
Howard Bailey Securities
Indiana
RCM
1473
RB Capital Management
Nevada
SFGM
1474
Stonebridge Financial Group (Missouri)
Missouri
BG
1475
Bahl & Gaynor
Ohio