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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
SMWM
1476
Silvia McColl Wealth Management
California
OL
1477
one8zero8 LLC
North Carolina
Group One Trading
1478
Group One Trading
Illinois
TPWM
1479
Twelve Points Wealth Management
Massachusetts
EBA
1480
Eagle Bay Advisors
New York
GAFA
1481
Garton & Associates Financial Advisors
Kentucky
SIM
1482
Sentry Investment Management
Wisconsin
RFG
1483
REAP Financial Group
Texas
NAAA
1484
New Age Alpha Advisors
New York
CPBTD
1485
Central Pacific Bank - Trust Division
Hawaii
LWANC
1486
Laurel Wealth Advisors (North Carolina)
North Carolina
OC
1487
Optima Capital
Oregon
DT
1488
DV Trading
Illinois
PJC
1489
Phillip James Consulting
Minnesota
TH
1490
TCTC Holdings
Texas
XC
1491
XY Capital
Hong Kong
LAS
1492
Lloyd Advisory Services
Georgia
KFG
1493
Kingdom Financial Group
Arizona
WW
1494
Winnow Wealth
Texas
HHMI
1495
Howard Hughes Medical Institute
Maryland
IWM
1496
IMG Wealth Management
Florida
Q1WB
1497
Quest 10 Wealth Builders
Virginia
CWM
1498
Cedar Wealth Management
California
WWA
1499
Wealth Watch Advisors
Colorado
BFP
1500
Birchwood Financial Partners
Minnesota