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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
GAFA
1476
Garton & Associates Financial Advisors
Kentucky
SIM
1477
Sentry Investment Management
Wisconsin
RFG
1478
REAP Financial Group
Texas
NAAA
1479
New Age Alpha Advisors
New York
CPBTD
1480
Central Pacific Bank - Trust Division
Hawaii
LWANC
1481
Laurel Wealth Advisors (North Carolina)
North Carolina
OC
1482
Optima Capital
Oregon
DT
1483
DV Trading
Illinois
PJC
1484
Phillip James Consulting
Minnesota
TH
1485
TCTC Holdings
Texas
XC
1486
XY Capital
Hong Kong
LAS
1487
Lloyd Advisory Services
Georgia
KFG
1488
Kingdom Financial Group
Arizona
WW
1489
Winnow Wealth
Texas
HHMI
1490
Howard Hughes Medical Institute
Maryland
IWM
1491
IMG Wealth Management
Florida
Q1WB
1492
Quest 10 Wealth Builders
Virginia
CWM
1493
Cedar Wealth Management
California
WWA
1494
Wealth Watch Advisors
Colorado
BFP
1495
Birchwood Financial Partners
Minnesota
LB
1496
Legacy Bridge
Iowa
DWM
1497
Darwin Wealth Management
Florida
NA
1498
Networth Advisors
Pennsylvania
TPBG
1499
Turning Point Benefit Group
Maryland
LIA
1500
Luken Investment Analytics
Tennessee