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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
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$793K +$2.13M +3,982 +137%
WI
702
WBI Investments
New Jersey
$792K +$794K +1,488 New
FFM
703
Forum Financial Management
Illinois
$790K +$11.2K +21 +1%
WA
704
Waverly Advisors
Alabama
$788K +$182K +341 +30%
BAM
705
Belpointe Asset Management
Nevada
$787K -$216K -405 -19%
GC
706
Grimes & Company
Massachusetts
$786K -$98.2K -184 -11%
GCM
707
Graham Capital Management
Connecticut
$775K +$777K +1,455 New
SMA
708
Sage Mountain Advisors
Georgia
$769K -$220K -413 -22%
MSA
709
MUFG Securities Americas
New York
$762K +$764K +1,432 New
DJSG
710
D.J. St. Germain
Massachusetts
$760K +$179K +335 +31%
TCA
711
Transcend Capital Advisors
New Jersey
$759K -$136K -255 -15%
SWP
712
Stratos Wealth Partners
Ohio
$756K +$102K +191 +16%
AWM
713
Accel Wealth Management
Iowa
$754K -$146K -273 -16%
WCF
714
West Coast Financial
California
$750K -$3.74K -7 -0.5%
MWM
715
Mission Wealth Management
California
$749K -$1.6K -3 -0.2%
LWM
716
Lyell Wealth Management
California
$748K
SIA
717
Schechter Investment Advisors
Michigan
$747K -$26.2K -49 -3%
1W
718
1776 Wealth
Georgia
$743K
IAN
719
Integrated Advisors Network
Texas
$743K -$56K -105 -7%
EB
720
Eastern Bank
Massachusetts
$743K -$2.13K -4 -0.3%
WS
721
Wedbush Securities
California
$738K -$14.9K -28 -2%
CA
722
Crewe Advisors
Utah
$733K -$18.1K -34 -2%
PCP
723
Pacific Capital Partners
$730K -$334K -626 -31%
PCM
724
Pointe Capital Management
Michigan
$730K -$21.3K -40 -3%
COCM
725
Charter Oak Capital Management
New Hampshire
$729K -$13.3K -25 -2%

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.