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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
EW
826
Entruity Wealth
California
$511K +$512K +960 New
HBT
827
Hills Bank & Trust
Iowa
$511K
IPW
828
Impact Partnership Wealth
Georgia
$510K +$92.3K +173 +22%
CT
829
Colonial Trust
South Carolina
$510K +$43.2K +81 +9%
SIM
830
Stratos Investment Management
Ohio
$509K -$91.8K -172 -15%
B
831
Bailard
California
$507K
AIP
832
Ameritas Investment Partners
Nebraska
$503K -$26.7K -50 -5%
PT
833
Plimoth Trust
Massachusetts
$502K -$1.07K -2 -0.2%
HSA
834
HBK Sorce Advisory
Pennsylvania
$502K +$44.8K +84 +10%
HPBT
835
Hickory Point Bank & Trust
Illinois
$501K +$502K +941 New
IP
836
Ignite Planners
California
$496K +$3.2K +6 +0.7%
DWP
837
Daymark Wealth Partners
Ohio
$495K +$5.34K +10 +1%
RS
838
R Squared
Hong Kong
$490K +$491K +920 New
DWM
839
Drive Wealth Management
Utah
$487K -$534 -1 -0.1%
BIG
840
Brooklyn Investment Group
New York
$487K -$9.61K -18 -2%
ACM
841
Advisors Capital Management
New Jersey
$485K +$81.7K +153 +20%
JSW
842
Journey Strategic Wealth
New Jersey
$485K +$2.67K +5 +0.6%
BMC
843
Beaton Management Company
Massachusetts
$485K
STA
844
Summit Trail Advisors
New York
$485K +$45.9K +86 +10%
BTI
845
Blue Trust Inc
Georgia
$483K -$493K -924 -50%
CFGA
846
Cambridge Financial Group (Arizona)
Arizona
$482K
CCG
847
Ceeto Capital Group
Florida
$480K
PTC
848
Private Trust Company
Ohio
$477K +$13.9K +26 +3%
AFP
849
Ausdal Financial Partners
Iowa
$475K +$476K +892 New
AWA
850
Aaron Wealth Advisors
Illinois
$475K +$39K +73 +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.