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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
QFA
726
Quantum Financial Advisors
California
$554K +$269K +620 +111%
BEI
727
Benjamin Edwards Inc
Missouri
$550K +$471K +1,085 +1,262%
WB
728
WesBanco Bank
West Virginia
$549K +$45.6K +105 +10%
BFG
729
Beacon Financial Group
Texas
$545K -$21.3K -49 -4%
ILI
730
Invesco LLC (Illinois)
Illinois
$540K -$12.6K -29 -2%
CGL
731
Clarius Group LLC
Washington
$538K -$4.77K -11 -0.9%
WA
732
Waverly Advisors
Alabama
$535K -$9.11K -21 -2%
APA
733
Astoria Portfolio Advisors
New York
$531K +$43.4K +100 +10%
VFA
734
Valeo Financial Advisors
Indiana
$530K -$13.9K -32 -3%
SIM
735
Stratos Investment Management
Ohio
$530K +$489K +1,127 New
WTC
736
WhitTier Trust Company
Nevada
$529K
CIM
737
Contravisory Investment Management
Massachusetts
$529K -$6.94K -16 -1%
DCBT
738
Dakota Community Bank & Trust
North Dakota
$524K +$1.3K +3 +0.3%
AMCA
739
Arthur M. Cohen & Associates
Illinois
$523K +$60.7K +140 +15%
BWA
740
Burt Wealth Advisors
Maryland
$522K
IBOK
741
Independence Bank of Kentucky
Kentucky
$521K +$240K +553 +100%
SWM
742
Segment Wealth Management
Texas
$517K
VI
743
Versor Investments
New York
$516K +$218K +503 +84%
FBFS
744
First Business Financial Services
Wisconsin
$514K
DJSG
745
D.J. St. Germain
Massachusetts
$513K -$25.6K -59 -5%
APW
746
Aurora Private Wealth
New Jersey
$513K
MGIA
747
Moneta Group Investment Advisors
Missouri
$511K +$24.3K +56 +5%
MCM
748
McRae Capital Management
New Jersey
$510K +$195K +450 +71%
PFPT
749
Pinnacle Financial Partners (Tennessee)
Tennessee
$509K -$107K -247 -19%
Loomis, Sayles & Company
750
Loomis, Sayles & Company
Massachusetts
$508K -$30.8K -71 -6%

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.