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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
Charles Schwab
26
Charles Schwab
California
$321M +$2.69M +5,048 +0.8%
LSV Asset Management
27
LSV Asset Management
Illinois
$313M -$130M -243,569 -29%
Legal & General Group
28
Legal & General Group
United Kingdom
$302M -$19.7M -36,991 -6%
Federated Hermes
29
Federated Hermes
Pennsylvania
$276M +$14.9M +27,914 +6%
EIP
30
Epoch Investment Partners
New York
$258M +$8.14M +15,252 +3%
BGC
31
Beutel, Goodman & Co
Ontario, Canada
$256M -$579K -1,084 -0.2%
First Trust Advisors
32
First Trust Advisors
Illinois
$243M +$1.51M +2,825 +0.6%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$222M +$181M +338,298 +429%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$220M -$25.2M -47,267 -10%
AM
35
AGF Management
Ontario, Canada
$205M -$65.6M -122,917 -24%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$198M +$37.8M +70,819 +23%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$197M -$11.9M -22,350 -6%
MIHAS
38
Maj Invest Holding A/S
Denmark
$187M +$75.7M +141,927 +68%
SAM
39
Silvercrest Asset Management
New York
$186M +$4.92M +9,227 +3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$181M -$2.21M -4,132 -1%
CAM
41
Close Asset Management
United Kingdom
$175M
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$171M -$14M -26,249 -8%
Principal Financial Group
43
Principal Financial Group
Iowa
$156M -$8.68M -16,260 -5%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$153M -$17.1M -32,097 -10%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$153M -$46.3M -86,841 -23%
Brown Advisory
46
Brown Advisory
Maryland
$147M -$2.15M -4,029 -1%
A
47
AustralianSuper
Australia
$136M +$39.9M +74,705 +41%
AI
48
Axiom Investors
Connecticut
$136M +$14.4M +27,049 +12%
Franklin Resources
49
Franklin Resources
California
$134M +$1.94M +3,634 +1%
Swedbank
50
Swedbank
Sweden
$132M -$706K -1,322 -0.5%

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.