We are live on ! Find out more
AMP icon

Ameriprise Financial

1,389 hedge funds and large institutions have $34.9B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 478 increasing their positions, 509 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 86.08%86.08% (-0%)

6% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 509

10% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 133

3% less funds holding

Funds holding: 1,4261,389 (-37)

11% less capital invested

Capital invested by funds: $39.2B → $34.9B (-$4.35B)

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
1,389
Holders Change
-37
Holders Change %
-2.59%
% of All Funds
17%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.13%
New
120
Increased
478
Reduced
509
Closed
133
Calls
$39.1M
Puts
$45.7M
Net Calls
-$6.65M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1476
Connecticut Capital Management Group
Connecticut
-$213K -435 Closed
MCM
1477
Marathon Capital Management
Maryland
-$213K -435 Closed
HBS
1478
Howard Bailey Securities
Indiana
-$213K -434 Closed
RCM
1479
RB Capital Management
Nevada
-$212K -433 Closed
SFGM
1480
Stonebridge Financial Group (Missouri)
Missouri
-$212K -433 Closed
BG
1481
Bahl & Gaynor
Ohio
-$212K -432 Closed
SPC
1482
Sigma Planning Corp
Michigan
-$211K -430 Closed
CI Investments Inc
1483
CI Investments Inc
Ontario, Canada
-$210K -429 Closed
AIA
1484
AssuredPartners Investment Advisors
Florida
-$210K -428 Closed
IFO
1485
Independent Family Office
New York
-$210K -428 Closed
VC
1486
Vicus Capital
Pennsylvania
-$209K -427 Closed
AWM
1487
Aviso Wealth Management
Washington
-$208K -425 Closed
NRC
1488
New Republic Capital
North Carolina
-$209K -425 Closed
WCG
1489
Weaver Consulting Group
California
-$207K -423 Closed
GCM
1490
Genus Capital Management
British Columbia, Canada
-$206K -420 Closed
MIM
1491
Macroview Investment Management
Maryland
-$206K -420 Closed
SMWM
1492
Silvia McColl Wealth Management
California
-$205K -418 Closed
OL
1493
one8zero8 LLC
North Carolina
-$203K -414 Closed
Group One Trading
1494
Group One Trading
Illinois
-$202K -412 Closed
TPWM
1495
Twelve Points Wealth Management
Massachusetts
-$209K -412 Closed
EBA
1496
Eagle Bay Advisors
New York
-$190K -387 Closed
GAFA
1497
Garton & Associates Financial Advisors
Kentucky
-$176K -358 Closed
SIM
1498
Sentry Investment Management
Wisconsin
-$110K -225 Closed
RFG
1499
REAP Financial Group
Texas
-$110K -224 Closed
NAAA
1500
New Age Alpha Advisors
New York
-$103K -210 Closed

AMP Hedge Fund Activity: Q1 2026 in Review

1,389 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2026, worth a combined $34.9B — down 11% from $39.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of AMP and 120 opened new positions — a net loss of 13 holders — while 509 trimmed existing stakes and 478 added.

The largest buyer was Nuveen, adding an estimated $290M. The largest seller was JP Morgan Chase, cutting an estimated $868M.

  • 1,389 institutional investors held Ameriprise Financial (AMP) as of Q1 2026, down from 1,426 in Q4 2025.
  • Funds reported $34.9B of Ameriprise Financial stock for Q1 2026, down 11% quarter-over-quarter.
  • 120 funds opened new Ameriprise Financial positions in Q1 2026 and 133 closed out, a net change of -13 holders.
  • The largest Ameriprise Financial buyer in Q1 2026 was Nuveen, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q1 2026 was JP Morgan Chase, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.