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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
WJWM
851
Williams Jones Wealth Management
New York
$474K -$165K -309 -26%
RT
852
Rockland Trust
Massachusetts
$473K +$1.07K +2 +0.2%
TWM
853
Tradition Wealth Management
Minnesota
$472K -$5.87K -11 -1%
GA
854
Geller Advisors
New York
$466K -$1.07K -2 -0.2%
FCB
855
First County Bank
Connecticut
$466K -$21.3K -40 -4%
PNC
856
Park National Corp
Ohio
$466K +$534 +1 +0.1%
FFA
857
Farther Finance Advisors
California
$464K -$56.6K -106 -11%
MA
858
MJP Associates
Connecticut
$462K +$463K +868 New
HCM
859
Hengehold Capital Management
Ohio
$459K +$13.3K +25 +3%
WT
860
Whittier Trust
California
$459K +$8.01K +15 +2%
MWM
861
Modern Wealth Management
Kansas
$452K
CCM
862
Canal Capital Management
Virginia
$452K -$36.3K -68 -7%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$452K +$1.6K +3 +0.4%
RG
864
Renaissance Group
Kentucky
$450K -$5.34K -10 -1%
FWIA
865
Fort Washington Investment Advisors
Ohio
$449K -$68.3K -128 -13%
SWM
866
Sendero Wealth Management
Texas
$447K
PPC
867
Park Place Capital
Alabama
$446K -$14.4K -27 -3%
EI
868
Ellevest Inc
New York
$445K -$19.7K -37 -4%
CW
869
CreativeOne Wealth
Kansas
$442K -$50.7K -95 -10%
IA
870
IFG Advisory
Georgia
$442K +$443K +830 New
GWWM
871
Great Waters Wealth Management
Minnesota
$436K
VA
872
Valmark Advisers
Ohio
$433K -$22.4K -42 -5%
NWWA
873
New Wave Wealth Advisors
Arkansas
$433K +$434K +814 New
CIG
874
Cairn Investment Group
Washington
$433K
GBT
875
Grove Bank & Trust
Florida
$432K +$20.3K +38 +5%

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.