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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
676
Schechter Investment Advisors
Michigan
$682K +$6.94K +16 +1%
BBHC
677
Brown Brothers Harriman & Co
New York
$670K +$6.94K +16 +1%
WCF
678
West Coast Financial
California
$665K +$3.04K +7 +0.5%
WS
679
Wedbush Securities
California
$665K -$26.5K -61 -4%
PCM
680
Pointe Capital Management
Michigan
$663K
MWM
681
Mission Wealth Management
California
$663K -$868 -2 -0.1%
CA
682
Crewe Advisors
Utah
$662K +$1.3K +3 +0.2%
LWM
683
Lyell Wealth Management
California
$660K
WIA
684
World Investment Advisors
California
$659K +$608K +1,402 New
EB
685
Eastern Bank
Massachusetts
$657K +$607K +1,399 New
1W
686
1776 Wealth
Georgia
$656K -$49.5K -114 -8%
COCM
687
Charter Oak Capital Management
New Hampshire
$654K +$28.6K +66 +5%
BAM
688
Berkshire Asset Management
Pennsylvania
$650K
AWM
689
Aries Wealth Management
Maine
$649K +$600K +1,382 New
IA
690
Insight Advisors
Pennsylvania
$643K
Wellington Management Group
691
Wellington Management Group
Massachusetts
$642K -$231K -532 -28%
EW
692
Elyxium Wealth
California
$642K +$593K +1,366 New
WANY
693
Wealthspire Advisors (New York)
New York
$639K +$75.1K +173 +15%
AWM
694
AE Wealth Management
Kansas
$635K -$299K -690 -34%
OPA
695
Old Port Advisors
Maine
$635K +$15.2K +35 +3%
Jones Financial Companies
696
Jones Financial Companies
Missouri
$632K +$456K +1,050 +354%
CFP
697
Catalyst Financial Partners
Massachusetts
$628K +$6.94K +16 +1%
GIA
698
Gladstone Institutional Advisory
Florida
$627K +$868 +2 +0.2%
LFG
699
Larson Financial Group
Missouri
$625K +$77.7K +179 +16%
PI
700
PFG Investments
New York
$624K +$63.3K +146 +12%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.