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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
IWM
876
IHT Wealth Management
Illinois
$431K -$127K -238 -23%
AA
877
ALPS Advisors
Colorado
$426K
SC
878
Schulhoff & Co
Ohio
$426K
CBUSF
879
Construction & Building Unions Superannuation Fund
Australia
$426K +$427K +800 New
RFW
880
Rainier Family Wealth
Washington
$425K +$426K +799 New
DWM
881
Dakota Wealth Management
Florida
$425K +$11.2K +21 +3%
SWR
882
Spahn Wealth & Retirement
Arizona
$423K +$424K +795 New
CAL
883
Capital Analysts LLC
Pennsylvania
$423K
WPW
884
Waldron Private Wealth
Pennsylvania
$423K +$3.2K +6 +0.8%
CAG
885
Csenge Advisory Group
Florida
$423K +$20.8K +39 +5%
LIM
886
Leavell Investment Management
Alabama
$422K
SS
887
Sunbelt Securities
Texas
$422K -$65.1K -122 -13%
SGI
888
Summit Global Investments
Utah
$422K -$248K -465 -37%
AFG
889
Atomi Financial Group
New York
$420K +$66.7K +125 +19%
CCG
890
Catalina Capital Group
California
$420K +$9.07K +17 +2%
BB
891
Busey Bank
Illinois
$418K -$53.4K -100 -11%
FNT
892
First Nebraska Trust
Nebraska
$417K
EDRH
893
Edmond de Rothschild Holding
Switzerland
$415K -$69.4K -130 -14%
DZ Bank
894
DZ Bank
Germany
$415K +$210K +394 +102%
FBT
895
First Bank & Trust
South Dakota
$414K -$37.9K -71 -8%
BJL
896
Brighton Jones LLC
Washington
$413K +$26.7K +50 +7%
PP
897
PDS Planning
Ohio
$412K -$4.27K -8 -1%
CSC
898
Caldwell Sutter Capital
California
$411K
BBA
899
BLB&B Advisors
Pennsylvania
$411K -$106K -198 -20%
CFG
900
Carr Financial Group
Massachusetts
$410K +$34.7K +65 +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.