We are live on ! Find out more
AMP icon

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
MFF
776
Michels Family Financial
Texas
$599K +$600K +1,125 New
BFG
777
Beacon Financial Group
Texas
$598K -$19.7K -37 -3%
PFPT
778
Pinnacle Financial Partners (Tennessee)
Tennessee
$594K +$17.1K +32 +3%
FFC
779
Frederick Financial Consultants
Maryland
$594K +$595K +1,115 New
DCBT
780
Dakota Community Bank & Trust
North Dakota
$590K -$3.2K -6 -0.5%
IBOK
781
Independence Bank of Kentucky
Kentucky
$589K -$1.07K -2 -0.2%
SWM
782
Segment Wealth Management
Texas
$586K
FBFS
783
First Business Financial Services
Wisconsin
$582K
APW
784
Aurora Private Wealth
New Jersey
$581K
GVAG
785
Great Valley Advisor Group
Delaware
$578K +$45.4K +85 +9%
MCM
786
McRae Capital Management
New Jersey
$578K
AWM
787
Aries Wealth Management
Maine
$576K -$160K -300 -22%
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$576K
MPWS
789
McCarter Private Wealth Services
Massachusetts
$575K
I
790
INVST
Indiana
$571K +$534 +1 +0.1%
EWM
791
Evercore Wealth Management
New York
$567K
MMA
792
Miracle Mile Advisors
California
$567K +$173K +324 +44%
BWA
793
Burt Wealth Advisors
Maryland
$565K -$26.7K -50 -5%
APA
794
Astoria Portfolio Advisors
New York
$563K +$5.87K +11 +1%
SW
795
Simplicity Wealth
New Jersey
$561K +$93.9K +176 +20%
UWS
796
Unique Wealth Strategies
Illinois
$561K +$562K +1,053 New
CTC
797
Cetera Trust Company
Minnesota
$559K
SB
798
Sunflower Bank
Texas
$555K +$25.6K +48 +5%
VST
799
Van Strum & Towne
California
$554K +$21.3K +40 +4%
EWM
800
Empirical Wealth Management
Washington
$551K +$109K +204 +25%

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.