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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
CPBTD
1501
Central Pacific Bank - Trust Division
Hawaii
-$88.3K -180 Closed
LWANC
1502
Laurel Wealth Advisors (North Carolina)
North Carolina
-$79.9K -163 Closed
OC
1503
Optima Capital
Oregon
-$79.2K -162 Closed
DT
1504
DV Trading
Illinois
-$64.7K -132 Closed
PJC
1505
Phillip James Consulting
Minnesota
-$49K -100 Closed
TH
1506
TCTC Holdings
Texas
-$48.1K -98 Closed
XC
1507
XY Capital
Hong Kong
-$41.7K -85 Closed
LAS
1508
Lloyd Advisory Services
Georgia
-$40.6K -83 Closed
KFG
1509
Kingdom Financial Group
Arizona
-$17.3K -35 Closed
WW
1510
Winnow Wealth
Texas
-$10.3K -21 Closed
HHMI
1511
Howard Hughes Medical Institute
Maryland
-$9.81K -20 Closed
IWM
1512
IMG Wealth Management
Florida
-$7.36K -15 Closed
Q1WB
1513
Quest 10 Wealth Builders
Virginia
-$7.07K -14 Closed
CWM
1514
Cedar Wealth Management
California
-$6.37K -13 Closed
WWA
1515
Wealth Watch Advisors
Colorado
-$5.88K -12 Closed
BFP
1516
Birchwood Financial Partners
Minnesota
-$4.41K -9 Closed
LB
1517
Legacy Bridge
Iowa
-$3.92K -8 Closed
DWM
1518
Darwin Wealth Management
Florida
-$3.85K -7 Closed
NA
1519
Networth Advisors
Pennsylvania
-$2.94K -6 Closed
TPBG
1520
Turning Point Benefit Group
Maryland
-$2.45K -5 Closed
LIA
1521
Luken Investment Analytics
Tennessee
-$981 -2 Closed
PWMG
1522
Private Wealth Management Group
New Jersey
-$491 -1 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.