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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
SI
601
Stephens Inc
Arkansas
$1.17M +$23.5K +44 +2%
LC
602
Lindbrook Capital
California
$1.16M +$2.67K +5 +0.2%
KA
603
Kintegral Advisory
New York
$1.16M -$53.9K -101 -4%
VBFG
604
Vishria Bird Financial Group
Tennessee
$1.16M
CA
605
Clearstead Advisors
Ohio
$1.15M -$842K -1,577 -42%
GWA
606
Gratus Wealth Advisors
Virginia
$1.15M -$7.47K -14 -0.6%
PI
607
Pettee Investors
Connecticut
$1.14M
EAM
608
Empirical Asset Management
Massachusetts
$1.12M -$234K -439 -5%
FMTC
609
Farmers & Merchants Trust Company
California
$1.12M
OLA
610
Oliver Luxxe Assets
New Jersey
$1.11M +$641K +1,202 +119%
PCG
611
Prosperity Consulting Group
Maryland
$1.11M +$20.3K +38 +2%
WANY
612
Wealthspire Advisors (New York)
New York
$1.11M +$383K +718 +53%
N
613
Natixis
France
$1.11M -$21.2M -39,758 -95%
GIA
614
Gateway Investment Advisers
Ohio
$1.1M -$22.4K -42 -2%
BW
615
Basepoint Wealth
Iowa
$1.1M +$534 +1 +0%
AAM
616
Advisors Asset Management
Colorado
$1.09M +$88.6K +166 +9%
RA
617
RFG Advisory
Alabama
$1.09M -$28.3K -53 -3%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$1.09M +$73.1K +137 +7%
FCG
619
Fielder Capital Group
Tennessee
$1.09M -$1.6K -3 -0.1%
CFG
620
Citizens Financial Group
Rhode Island
$1.08M +$84.9K +159 +9%
RRA
621
Round Rock Advisors
Connecticut
$1.08M
TW
622
TrinityPoint Wealth
Connecticut
$1.07M -$4.27K -8 -0.4%
BRWA
623
B. Riley Wealth Advisors
Florida
$1.07M -$263K -493 -20%
CIC
624
Chase Investment Counsel
Virginia
$1.06M -$747K -1,400 -41%
AWA
625
Adapt Wealth Advisors
Georgia
$1.06M +$32K +60 +3%

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.