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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
Wellington Management Group
676
Wellington Management Group
Massachusetts
$866K +$139K +261 +19%
WIA
677
World Investment Advisors
California
$866K +$120K +225 +16%
AA
678
Ancora Advisors
Ohio
$862K +$8.54K +16 +1%
SC
679
Searle & Co
Connecticut
$860K -$50.7K -95 -6%
PCM
680
Pennsylvania Capital Management
Pennsylvania
$857K +$1.6K +3 +0.2%
JWCA
681
J.W. Coons Advisors
Ohio
$857K -$16K -30 -2%
EGA
682
Eagle Global Advisors
Texas
$852K
HI
683
Horizon Investments
North Carolina
$851K +$11.7K +22 +1%
PWM
684
Parkshore Wealth Management
California
$850K +$852K +1,596 New
SC
685
Scotia Capital
Ontario, Canada
$844K +$613K +1,149 +264%
IWA
686
IBEX Wealth Advisors
New Jersey
$833K -$19.6M -36,688 -96%
LCM
687
LRT Capital Management
Texas
$832K +$834K +1,562 New
BBHC
688
Brown Brothers Harriman & Co
New York
$827K +$67.8K +127 +9%
NG
689
Norden Group
Utah
$826K -$2.67K -5 -0.3%
PCM
690
Polymer Capital Management
New York
$825K +$827K +1,550 New
LP
691
LMR Partners
United Kingdom
$823K +$825K +1,545 New
BAM
692
Berkshire Asset Management
Pennsylvania
$821K -$34.2K -64 -4%
ECM
693
Everence Capital Management
Indiana
$820K
KWM
694
Kolinsky Wealth Management
New Jersey
$818K +$24K +45 +3%
JG
695
Jain Global
New York
$816K +$818K +1,533 New
WAM
696
WealthTrust Asset Management
Florida
$816K +$818K +1,532 New
SCA
697
Stokes Capital Advisors
South Carolina
$802K -$2.67K -5 -0.3%
PA
698
Profund Advisors
Maryland
$798K -$27.8K -52 -3%
CBA
699
Coastal Bridge Advisors
Connecticut
$797K +$1.07K +2 +0.1%
RG
700
Rathbones Group
United Kingdom
$797K -$150K -281 -16%

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.