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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
GM
926
GeoWealth Management
Illinois
$375K -$40.6K -76 -10%
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$374K -$139K -261 -27%
PGFC
928
Peapack-Gladstone Financial Corp
New Jersey
$374K
PCM
929
Penserra Capital Management
California
$374K +$122K +228 +48%
FCP
930
Fidelis Capital Partners
Florida
$374K +$4.8K +9 +1%
OWCM
931
One Wealth Capital Management
Arizona
$372K +$373K +699 New
PCP
932
Proficio Capital Partners
Massachusetts
$372K +$124K +232 +50%
MWM
933
Mindset Wealth Management
Indiana
$372K
POIA
934
Pin Oak Investment Advisors
Texas
$370K
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$368K -$17.6K -33 -5%
FFS
936
Founders Financial Securities
Maryland
$367K
AAS
937
Ameritas Advisory Services
Nebraska
$366K +$7.47K +14 +2%
SMC
938
Smith, Moore & Co
Missouri
$364K
EH
939
Equitable Holdings
New York
$363K -$29.9K -56 -8%
Walleye Trading
940
Walleye Trading
New York
$362K +$120K +224 +49%
CFGS
941
Concourse Financial Group Securities
Alabama
$361K +$42.7K +80 +14%
OWM
942
OneAscent Wealth Management
Alabama
$360K +$91.8K +172 +34%
PWG
943
Portside Wealth Group
Utah
$359K -$8.01K -15 -2%
CI
944
CX Institutional
Indiana
$359K +$2.13K +4 +0.6%
HBS
945
Howard Bailey Securities
Indiana
$357K -$74.7K -140 -17%
DMBA
946
Deseret Mutual Benefit Administrators
Utah
$356K +$63.5K +119 +22%
NB
947
Northwest Bancshares
Pennsylvania
$355K
HCM
948
Howard Capital Management
Georgia
$351K +$11.7K +22 +3%
TNBTD
949
Trustmark National Bank Trust Department
Mississippi
$348K +$348K +653 New
AC
950
Avestar Capital
New York
$347K +$348K +652 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.