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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
IFU
651
iSAM Funds (UK)
United Kingdom
$955K +$957K +1,794 New
FRA
652
Frank Rimerman Advisors
California
$953K +$44.8K +84 +5%
HCMG
653
Howard Capital Management Group
California
$951K
MGIA
654
Moneta Group Investment Advisors
Missouri
$946K +$369K +691 +64%
MFG
655
Merit Financial Group
Georgia
$943K +$946K +1,772 New
AssetMark Inc
656
AssetMark Inc
California
$940K +$21.3K +40 +2%
BFM
657
Boston Financial Management
Massachusetts
$938K +$76.3K +143 +9%
LT
658
Legacy Trust
Michigan
$933K
QIM
659
Quantitative Investment Management
Virginia
$932K -$85.9K -161 -8%
RWM
660
Ritholtz Wealth Management
New York
$926K -$120K -225 -11%
EP
661
Edgestream Partners
New Jersey
$924K -$4.51M -8,452 -83%
ST
662
Smithfield Trust
Pennsylvania
$921K -$534 -1 -0.1%
QT
663
Quantbot Technologies
New York
$918K +$921K +1,725 New
SC
664
Syon Capital
California
$915K -$53.4K -100 -6%
AWM
665
AE Wealth Management
Kansas
$913K +$193K +362 +27%
MFS
666
Mattson Financial Services
Michigan
$897K -$487K -912 -32%
ST
667
Spinnaker Trust
Maine
$897K
ATC
668
Argent Trust Co
Tennessee
$893K
Jones Financial Companies
669
Jones Financial Companies
Missouri
$891K +$175K +327 +24%
LCGC
670
Legacy Capital Group California
California
$891K -$364K -682 -29%
FPCP
671
Fort Point Capital Partners
California
$890K +$52.3K +98 +6%
TM
672
TigerOak Management
New Mexico
$883K +$885K +1,658 New
GAM
673
Guinness Asset Management
United Kingdom
$877K +$319K +598 +57%
CSP
674
Cary Street Partners
Virginia
$876K +$878K +1,645 New
FPAS
675
Focus Partners Advisor Solutions
Missouri
$872K +$462K +866 +112%

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.