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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
VFA
901
Voya Financial Advisors
Connecticut
$408K -$20.8K -39 -5%
ST
902
Somerset Trust
Pennsylvania
$405K +$126K +237 +45%
JWCA
903
J.W. Cole Advisors
Florida
$402K +$34.7K +65 +9%
HIM
904
Harbour Investment Management
Washington
$400K +$81.1K +152 +25%
OFS
905
OneAscent Financial Services
Alabama
$400K +$168K +314 +72%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$399K
NEWAS
907
N.E.W. Advisory Services
Wisconsin
$399K +$400K +749 New
KFGK
908
Keystone Financial Group (Kentucky)
Kentucky
$398K +$403K +756 New
WA
909
WealthTrust Axiom
Pennsylvania
$398K -$5.34K -10 -1%
EFS
910
Essex Financial Services
Connecticut
$398K +$16.5K +31 +4%
SWM
911
Spire Wealth Management
Virginia
$397K +$4.27K +8 +1%
OF
912
Optimize Financial
California
$395K +$396K +742 New
LNB
913
Ledyard National Bank
$395K +$4.27K +8 +1%
SG Americas Securities
914
SG Americas Securities
New York
$394K -$29.4M -55,049 -99%
MA
915
MONECO Advisors
Connecticut
$393K +$66.2K +124 +20%
ORI
916
Oak Ridge Investments
Illinois
$393K +$394K +738 New
CSPIA
917
Cary Street Partners Investment Advisory
Virginia
$386K -$813K -1,524 -68%
CPBTD
918
Central Pacific Bank - Trust Division
Hawaii
$385K -$60.3K -113 -14%
NFP
919
Narus Financial Partners
Utah
$385K +$69.4K +130 +22%
PIM
920
Progressive Investment Management
Oregon
$383K
FNT
921
First National Trust
Pennsylvania
$382K
KCM
922
Kathmere Capital Management
Pennsylvania
$382K +$2.67K +5 +0.7%
LI
923
LRI Investments
Florida
$380K
VBFP
924
Valtinson Bruner Financial Planning
Minnesota
$377K
MEAC
925
M.E. Allison & Co
Texas
$375K +$376K +705 New

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.