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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
UCFA
476
United Capital Financial Advisors
Texas
$2.26M -$24.6K -46 -1%
CCM
477
Coldstream Capital Management
Washington
$2.23M +$100K +188 +5%
RAM
478
Ramirez Asset Management
New York
$2.23M
TA
479
TruWealth Advisors
Louisiana
$2.23M -$50.7K -95 -2%
CT
480
Chicago Trust
Illinois
$2.23M -$55K -103 -2%
DADC
481
D.A. Davidson & Co
Montana
$2.21M -$180K -338 -8%
AWM
482
Apollon Wealth Management
South Carolina
$2.19M +$50.7K +95 +2%
SPIA
483
Steward Partners Investment Advisory
New York
$2.18M -$5.13M -9,619 -70%
QCG
484
Quadrant Capital Group
Ohio
$2.17M +$16.5K +31 +0.8%
LAM
485
LECAP Asset Management
United Kingdom
$2.15M +$2.16M +4,042 New
PGCM
486
Prescott Group Capital Management
Oklahoma
$2.13M
MCM
487
Manchester Capital Management
Vermont
$2.13M +$26.7K +50 +1%
PIM
488
Penobscot Investment Management
Massachusetts
$2.11M +$509K +953 +32%
CFO
489
Callan Family Office
Pennsylvania
$2.08M +$2.09M +3,914 New
KSB
490
Kennebec Savings Bank
Maine
$2.07M -$32.6K -61 -2%
CP
491
Covenant Partners
Tennessee
$2.07M -$7.47K -14 -0.4%
LTAS
492
Linden Thomas Advisory Services
North Carolina
$2.07M +$123K +231 +6%
TIAAOA
493
Teachers Insurance & Annuity Association of America
New York
$2.06M
1832 Asset Management
494
1832 Asset Management
Ontario, Canada
$2.06M -$698K -1,308 -25%
DILIC
495
Dai-ichi Life Insurance Company
Japan
$2.03M
CWM
496
Chemistry Wealth Management
New York
$2.03M +$60.8K +114 +3%
FTWA
497
Fifth Third Wealth Advisors
Ohio
$2.03M +$160K +300 +9%
ECM
498
ExodusPoint Capital Management
New York
$2.01M -$1.51M -2,836 -43%
GRP
499
Global Retirement Partners
California
$2M +$8.54K +16 +0.4%
MOS
500
MGO One Seven
Ohio
$1.98M +$77.4K +145 +4%

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.