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Ameriprise Financial
AMP

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: 18 → 25 (+7)

14% more capital invested

Capital invested by funds: $38.8B → $44.2B (+$5.34B)

10% more funds holding

Funds holding: 1,263 → 1,389 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$276M
2
BlackRock
BlackRock
New York
+$272M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$181M
4
Northern Trust
Northern Trust
Illinois
+$112M
5
Amundi
Amundi
France
+$111M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$130M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$114M
3
N
Nuveen
North Carolina
-$114M
4
Norges Bank
Norges Bank
Norway
-$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$82.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
976
Trust Point Inc
Wisconsin
$323K +$9.07K +17 +3%
GLLW
977
Graves Light Lenhart Wealth
Virginia
$322K – – –
DWA
978
Dougherty Wealth Advisers
Minnesota
$321K – – –
AWA
979
Authentikos Wealth Advisory
California
$319K +$320K +600 New
HC
980
Hamilton Capital
Ohio
$319K +$26.2K +49 +9%
VC
981
Veery Capital
Delaware
$317K -$23.5K -44 -7%
PPW
982
Parcion Private Wealth
Washington
$316K – – –
LSWP
983
Liberty Square Wealth Partners
Pennsylvania
$315K +$308K +577 New
WA
984
Wealthstream Advisors
New York
$313K -$3.74K -7 -1%
WCM
985
Washington Capital Management
Washington
$312K – – –
WIC
986
Wilkins Investment Counsel
Massachusetts
$312K +$19.2K +36 +7%
SBWIC
987
Schaper Benz & Wise Investment Counsel
Wisconsin
$312K – – –
CWG
988
Cornerstone Wealth Group
North Carolina
$312K +$5.87K +11 +2%
GCM
989
Gallacher Capital Management
Colorado
$311K -$33.6K -63 -10%
AP
990
Adero Partners
California
$311K +$27.2K +51 +10%
SPWG
991
Syntegra Private Wealth Group
Missouri
$309K +$534 +1 +0.2%
ACM
992
AUA Capital Management
Pennsylvania
$307K – – –
FI
993
FWG Investments
Kentucky
$307K -$53.9K -101 -15%
CCA
994
Childress Capital Advisors
Texas
$306K +$6.4K +12 +2%
FOA
995
Five Oceans Advisors
California
$306K +$2.13K +4 +0.7%
NAS
996
Nicolet Advisory Services
Wisconsin
$305K +$1.07K +2 +0.3%
CCFCSB
997
Cape Cod Five Cents Savings Bank
Massachusetts
$303K – – –
JC
998
JBF Capital
Colorado
$303K -$229K -430 -43%
WP
999
Westmount Partners
California
$302K – – –
DIM
1000
Delta Investment Management
California
$302K +$534 +1 +0.2%
38 39
40
41 42

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.