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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
EWA
801
EverSource Wealth Advisors
Alabama
$549K +$6.94K +13 +1%
EHC
802
Everett Harris & Co
California
$549K -$21.9K -41 -4%
WIC
803
Woodmont Investment Counsel
Tennessee
$546K
RFA
804
ROI Financial Advisors
Oregon
$543K +$20.3K +38 +4%
RA
805
Ransom Advisory
Rhode Island
$543K -$9.61K -18 -2%
SWM
806
Sterling Wealth Management
Illinois
$543K
SWP
807
Sagespring Wealth Partners
Tennessee
$540K +$541K +1,014 New
CI
808
Cigna Investments
Connecticut
$538K -$18.1K -34 -3%
LCWP
809
Legacy Capital Wealth Partners
Arkansas
$535K -$9.07K -17 -2%
GIA
810
Gladstone Institutional Advisory
Florida
$535K -$176K -329 -25%
AO
811
Advisor OS
Illinois
$535K +$536K +1,005 New
KP
812
Keel Point
Alabama
$535K +$76.9K +144 +17%
AFM
813
Armstrong Fleming & Moore
District of Columbia
$532K
FSA
814
Fort Sheridan Advisors
Illinois
$532K
FCMC
815
Founders Capital Management (Connecticut)
Connecticut
$532K
KFP
816
KMG Fiduciary Partners
Ohio
$532K
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$532K
MSCM
818
McElhenny Sheffield Capital Management
Texas
$530K +$531K +995 New
HI
819
Harbour Investments
Wisconsin
$529K -$6.94K -13 -1%
MCM
820
MV Capital Management
Maryland
$528K -$534 -1 -0.1%
SRL
821
Scientech Research LLC
New Jersey
$521K +$522K +978 New
ACM
822
Aljian Capital Management
Nevada
$520K +$534 +1 +0.1%
JFGIW
823
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$516K -$24K -45 -5%
RIL
824
Rothschild Investment LLC
Illinois
$514K +$1.6K +3 +0.3%
EFL
825
ERn Financial LLC
Wisconsin
$513K +$4.8K +9 +0.9%

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.