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Ameriprise Financial
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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 %
HSA
826
HBK Sorce Advisory
Pennsylvania
$502K +$44.7K +84 +10%
HPBT
827
Hickory Point Bank & Trust
Illinois
$501K +$501K +941 New
IP
828
Ignite Planners
California
$496K +$3.22K +6 +0.7%
DWP
829
Daymark Wealth Partners
Ohio
$495K +$5.32K +10 +1%
RS
830
R Squared
Hong Kong
$490K +$490K +920 New
DWM
831
Drive Wealth Management
Utah
$487K -$532 -1 -0.1%
BIG
832
Brooklyn Investment Group
New York
$487K -$9.58K -18 -2%
ACM
833
Advisors Capital Management
New Jersey
$485K +$81.5K +153 +20%
JSW
834
Journey Strategic Wealth
New Jersey
$485K +$2.66K +5 +0.6%
BMC
835
Beaton Management Company
Massachusetts
$485K – – –
STA
836
Summit Trail Advisors
New York
$485K +$45.8K +86 +10%
BTI
837
Blue Trust Inc
Georgia
$483K -$492K -924 -50%
CFGA
838
Cambridge Financial Group (Arizona)
Arizona
$482K – – –
CCG
839
Ceeto Capital Group
Florida
$480K – – –
PTC
840
Private Trust Company
Ohio
$477K +$13.8K +26 +3%
AFP
841
Ausdal Financial Partners
Iowa
$475K +$475K +892 New
AWA
842
Aaron Wealth Advisors
Illinois
$475K +$38.9K +73 +9%
WJWM
843
Williams Jones Wealth Management
New York
$474K -$165K -309 -26%
RT
844
Rockland Trust
Massachusetts
$473K +$1.07K +2 +0.2%
TWM
845
Tradition Wealth Management
Minnesota
$472K -$5.86K -11 -1%
GA
846
Geller Advisors
New York
$466K -$1.07K -2 -0.2%
FCB
847
First County Bank
Connecticut
$466K -$21.3K -40 -4%
PNC
848
Park National Corp
Ohio
$466K +$532 +1 +0.1%
FFA
849
Farther Finance Advisors
California
$464K -$56.4K -106 -11%
MA
850
MJP Associates
Connecticut
$462K +$462K +868 New
32 33
34
35 36