We are live on ! Find out more
AMP icon

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
MWM
826
Modern Wealth Management
Kansas
$399K +$6.94K +16 +2%
FBT
827
First Bank & Trust
South Dakota
$398K -$38.2K -88 -9%
WT
828
Whittier Trust
California
$398K
PFBT
829
Parkside Financial Bank & Trust
Missouri
$397K -$9.11K -21 -2%
ACA
830
Aptus Capital Advisors
Alabama
$397K +$6.07K +14 +2%
SWM
831
Sendero Wealth Management
Texas
$395K
HCM
832
Hengehold Capital Management
Ohio
$394K -$16.1K -37 -4%
CPBTD
833
Central Pacific Bank - Trust Division
Hawaii
$393K -$479K -1,105 -57%
EWM
834
Empirical Wealth Management
Washington
$390K +$1.3K +3 +0.4%
STA
835
Summit Trail Advisors
New York
$387K +$82K +189 +30%
AWA
836
Aaron Wealth Advisors
Illinois
$385K +$38.6K +89 +12%
GWWM
837
Great Waters Wealth Management
Minnesota
$385K
NS
838
NBC Securities
Alabama
$384K -$7.81K -18 -2%
CIG
839
Cairn Investment Group
Washington
$382K
HBS
840
Howard Bailey Securities
Indiana
$381K +$352K +811 New
CAG
841
Csenge Advisory Group
Florida
$379K -$14.8K -34 -4%
VFA
842
Voya Financial Advisors
Connecticut
$379K -$6.07K -14 -2%
SC
843
Schulhoff & Co
Ohio
$376K
CFM
844
Catalyst Funds Management
Australia
$376K +$260K +600 +300%
AA
845
ALPS Advisors
Colorado
$376K +$347K +800 New
CAL
846
Capital Analysts LLC
Pennsylvania
$373K +$86.8K +200 +34%
LIM
847
Leavell Investment Management
Alabama
$373K
EFS
848
Essex Financial Services
Connecticut
$373K +$1.3K +3 +0.4%
EB
849
Emprise Bank
Kansas
$372K -$76.8K -177 -18%
RWP
850
Revolve Wealth Partners
New Jersey
$371K +$343K +790 New

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.