AMP icon

Ameriprise Financial
AMP

Overview Fund Activity

1,376 hedge funds and large institutions have $44.1B invested in Ameriprise Financial in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 423 increasing their positions, 490 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,376
Holders Change
+123
Holders Change %
+9.82%
% of All Funds
18.31%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
204
Increased
423
Reduced
490
Closed
57
Calls
$105M
Puts
$48.4M
Net Calls
+$56.5M
Net Calls Change
+$88.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
2
BlackRock
BlackRock
New York
+$271M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$180M
4
Northern Trust
Northern Trust
Illinois
+$112M
5
Amundi
Amundi
France
+$111M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$130M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$114M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$82M
5
Deutsche Bank
Deutsche Bank
Germany
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
776
Segment Wealth Management
Texas
$586K – – –
FBFS
777
First Business Financial Services
Wisconsin
$582K – – –
APW
778
Aurora Private Wealth
New Jersey
$581K – – –
GVAG
779
Great Valley Advisor Group
Delaware
$578K +$45.3K +85 +9%
MCM
780
McRae Capital Management
New Jersey
$578K – – –
AWM
781
Aries Wealth Management
Maine
$576K -$160K -300 -22%
Loomis, Sayles & Company
782
Loomis, Sayles & Company
Massachusetts
$576K – – –
MPWS
783
McCarter Private Wealth Services
Massachusetts
$575K – – –
I
784
INVST
Indiana
$571K +$532 +1 +0.1%
EWM
785
Evercore Wealth Management
New York
$567K – – –
MMA
786
Miracle Mile Advisors
California
$567K +$173K +324 +44%
BWA
787
Burt Wealth Advisors
Maryland
$565K -$26.6K -50 -5%
APA
788
Astoria Portfolio Advisors
New York
$563K +$5.79K +11 +1%
SW
789
Simplicity Wealth
New Jersey
$561K +$93.7K +176 +20%
CTC
790
Cetera Trust Company
Minnesota
$559K – – –
SB
791
Sunflower Bank
Texas
$555K +$25.6K +48 +5%
VST
792
Van Strum & Towne
California
$554K +$21.3K +40 +4%
EWM
793
Empirical Wealth Management
Washington
$551K +$109K +204 +25%
EWA
794
EverSource Wealth Advisors
Alabama
$549K +$6.92K +13 +1%
EHC
795
Everett Harris & Co
California
$549K -$21.8K -41 -4%
WIC
796
Woodmont Investment Counsel
Tennessee
$546K – – –
RFA
797
ROI Financial Advisors
Oregon
$543K +$20.2K +38 +4%
SWM
798
Sterling Wealth Management
Illinois
$543K – – –
SWP
799
Sagespring Wealth Partners
Tennessee
$540K +$540K +1,014 New
CI
800
Cigna Investments
Connecticut
$538K -$18.1K -34 -3%
30 31
32
33 34