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Ameriprise Financial

1,389 hedge funds and large institutions have $44.2B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 427 increasing their positions, 493 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 58

117% more call options, than puts

Call options by funds: $105M | Put options by funds: $48.4M

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

14% more capital invested

Capital invested by funds: $38.8B → $44.2B (+$5.34B)

10% more funds holding

Funds holding: 1,2631,389 (+126)

1.27% more ownership

Funds ownership: 84.28%85.55% (+1.3%)

13% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 493

Holders
1,389
Holders Change
+126
Holders Change %
+9.98%
% of All Funds
18.3%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.33%
New
208
Increased
427
Reduced
493
Closed
58
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Castellan Group
Kentucky
$2.87M -$255K -478 -8%
AWM
427
Accurate Wealth Management
Florida
$2.86M +$2.71M +5,070 +1,067%
LCM
428
Leisure Capital Management
California
$2.85M -$1.07K -2 -0%
SAM
429
Securian Asset Management
Minnesota
$2.77M -$137K -257 -5%
LSERS
430
Louisiana State Employees Retirement System
Louisiana
$2.77M -$160K -300 -5%
MSRPS
431
Maryland State Retirement & Pension System
Maryland
$2.76M -$278K -521 -9%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$2.75M -$97.7K -183 -3%
IAA
433
Independent Advisor Alliance
North Carolina
$2.74M +$196K +367 +8%
CWM
434
Congress Wealth Management
Massachusetts
$2.74M +$239K +447 +10%
AAM
435
Auxier Asset Management
Oregon
$2.71M
DWT
436
Dorsey & Whitney Trust
South Dakota
$2.7M +$534 +1 +0%
HNB
437
Hilltop National Bank
Wyoming
$2.69M +$68.3K +128 +3%
SF
438
Summit Financial
New Jersey
$2.69M -$658K -1,233 -20%
TI
439
Tidal Investments
Wisconsin
$2.64M +$919K +1,722 +53%
GT
440
Greenleaf Trust
Michigan
$2.63M +$25.6K +48 +1%
WAM
441
Weiss Asset Management
Massachusetts
$2.62M +$2.63M +4,922 New
CPW
442
Cove Private Wealth
New York
$2.61M -$119K -223 -4%
FMWA
443
Forvis Mazars Wealth Advisors
Missouri
$2.58M -$84.3K -158 -3%
HA
444
Harfst & Associates
Wyoming
$2.58M +$144K +269 +6%
PS
445
Principal Securities
Iowa
$2.58M +$75.3K +141 +3%
SA
446
Sovran Advisors
California
$2.58M +$2.61M +4,891 New
AF
447
Allworth Financial
California
$2.55M -$17.1K -32 -0.7%
OAM
448
Oppenheimer Asset Management
New York
$2.55M +$80.1K +150 +3%
PCA
449
Peddock Capital Advisors
Massachusetts
$2.53M -$27.2K -51 -1%
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$2.52M -$821K -1,539 -25%

AMP Hedge Fund Activity: Q4 2024 in Review

1,389 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2024, worth a combined $44.2B — up 14% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new AMP positions and 58 closed out — a net gain of 150 holders — while 427 added to existing stakes and 493 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $276M. The largest seller was LSV Asset Management, cutting an estimated $130M.

  • 1,389 institutional investors held Ameriprise Financial (AMP) as of Q4 2024, up from 1,263 in Q3 2024.
  • Funds reported $44.2B of Ameriprise Financial stock for Q4 2024, up 14% quarter-over-quarter.
  • 208 funds opened new Ameriprise Financial positions in Q4 2024 and 58 closed out, a net change of +150 holders.
  • The largest Ameriprise Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $276M added.
  • The largest Ameriprise Financial seller in Q4 2024 was LSV Asset Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2024.