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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
BlackRock
1
BlackRock
New York
$3.83B -$113M -235,285 -3%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$2.64B +$2.86B +5,932,051 New
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$2.33B +$2.53B +5,254,197 New
State Street
4
State Street
Massachusetts
$2.04B +$110M +229,187 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.27B +$27.8M +57,697 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$983M -$48.3M -100,253 -4%
Morgan Stanley
7
Morgan Stanley
New York
$893M -$43M -89,170 -4%
Nuveen
8
Nuveen
North Carolina
$666M +$290M +600,946 +67%
AQR Capital Management
9
AQR Capital Management
Connecticut
$653M +$188M +389,445 +36%
Goldman Sachs
10
Goldman Sachs
New York
$649M +$219M +453,690 +45%
JP Morgan Chase
11
JP Morgan Chase
New York
$640M -$868M -1,800,914 -55%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$543M +$46.6M +96,663 +9%
UBS Group
13
UBS Group
Switzerland
$518M +$69.2M +143,661 +14%
Boston Partners
14
Boston Partners
Massachusetts
$514M -$7.56M -15,692 -1%
Northern Trust
15
Northern Trust
Illinois
$501M -$41.5M -86,194 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$467M +$37.9M +78,597 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$455M +$9.51M +19,731 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$437M +$74.5M +154,659 +19%
Invesco
19
Invesco
Georgia
$410M +$44.1M +91,511 +11%
Deutsche Bank
20
Deutsche Bank
Germany
$403M +$31.6M +65,477 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$359M +$360K +748 +0.1%
UBS AM
22
UBS AM
Illinois
$353M +$3M +6,216 +0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$319M -$3.49M -7,237 -1%
Millennium Management
24
Millennium Management
New York
$304M +$91.3M +189,427 +38%
LAM
25
Lyrical Asset Management
New York
$297M -$25.1M -52,158 -7%

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.