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Ameriprise Financial

1,383 hedge funds and large institutions have $34.9B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 477 increasing their positions, 507 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 86.07%86.07% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 507

3% less funds holding

Funds holding: 1,4241,383 (-41)

11% less capital invested

Capital invested by funds: $39.2B → $34.9B (-$4.36B)

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
1,383
Holders Change
-41
Holders Change %
-2.88%
% of All Funds
17.04%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
118
Increased
477
Reduced
507
Closed
134
Calls
$39.1M
Puts
$45.7M
Net Calls
-$6.65M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1476
Bahl & Gaynor
Ohio
-$212K -432 Closed
SPC
1477
Sigma Planning Corp
Michigan
-$211K -430 Closed
CI Investments Inc
1478
CI Investments Inc
Ontario, Canada
-$210K -429 Closed
AIA
1479
AssuredPartners Investment Advisors
Florida
-$210K -428 Closed
IFO
1480
Independent Family Office
New York
-$210K -428 Closed
VC
1481
Vicus Capital
Pennsylvania
-$209K -427 Closed
AWM
1482
Aviso Wealth Management
Washington
-$208K -425 Closed
NRC
1483
New Republic Capital
North Carolina
-$209K -425 Closed
WCG
1484
Weaver Consulting Group
California
-$207K -423 Closed
GCM
1485
Genus Capital Management
British Columbia, Canada
-$206K -420 Closed
MIM
1486
Macroview Investment Management
Maryland
-$206K -420 Closed
SMWM
1487
Silvia McColl Wealth Management
California
-$205K -418 Closed
OL
1488
one8zero8 LLC
North Carolina
-$203K -414 Closed
Group One Trading
1489
Group One Trading
Illinois
-$202K -412 Closed
TPWM
1490
Twelve Points Wealth Management
Massachusetts
-$209K -412 Closed
EBA
1491
Eagle Bay Advisors
New York
-$190K -387 Closed
GAFA
1492
Garton & Associates Financial Advisors
Kentucky
-$176K -358 Closed
SIM
1493
Sentry Investment Management
Wisconsin
-$110K -225 Closed
RFG
1494
REAP Financial Group
Texas
-$110K -224 Closed
NAAA
1495
New Age Alpha Advisors
New York
-$103K -210 Closed
CPBTD
1496
Central Pacific Bank - Trust Division
Hawaii
-$88.3K -180 Closed
LWANC
1497
Laurel Wealth Advisors (North Carolina)
North Carolina
-$79.9K -163 Closed
OC
1498
Optima Capital
Oregon
-$79.2K -162 Closed
DT
1499
DV Trading
Illinois
-$64.7K -132 Closed
PJC
1500
Phillip James Consulting
Minnesota
-$49K -100 Closed