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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
SCM
1001
Shelton Capital Management
Colorado
$301K – – –
IFWM
1002
Institute for Wealth Management
Colorado
$300K – – –
HB
1003
HTLF Bank
Colorado
$299K – – –
PGAM
1004
Princeton Global Asset Management
New Jersey
$298K – – –
AC
1005
Apella Capital
Connecticut
$297K +$4.27K +8 +1%
CFP
1006
Cascade Financial Partners
California
$294K – – –
EW
1007
Evoke Wealth
California
$294K +$60.8K +114 +26%
MA
1008
Mutual Advisors
Nebraska
$293K -$26.7K -50 -9%
PTC
1009
Philadelphia Trust Company
Pennsylvania
$293K -$7.47K -14 -2%
CAM
1010
Cidel Asset Management
Ontario, Canada
$293K -$32.6K -61 -10%
JF
1011
Jump Financial
Illinois
$292K -$42.7K -80 -13%
BOSSRA
1012
B.O.S.S. Retirement Advisors
Utah
$292K +$292K +548 New
CAM
1013
Concorde Asset Management
Michigan
$292K – – –
HGA
1014
Hobbs Group Advisors
South Carolina
$292K – – –
DS
1015
DRW Securities
Illinois
$290K +$291K +545 New
MWA
1016
Midland Wealth Advisors
Illinois
$290K -$96.1K -180 -25%
MW
1017
Marcum Wealth
Ohio
$289K -$8.54K -16 -3%
HIG
1018
Heritage Investment Group
Florida
$289K – – –
PPWM
1019
PFG Private Wealth Management
Florida
$289K -$22.4K -42 -7%
WAM
1020
Walker Asset Management
Missouri
$288K +$1.07K +2 +0.4%
WA
1021
Wealthstar Advisors
Texas
$286K +$287K +538 New
RCAG
1022
Rehmann Capital Advisory Group
Michigan
$282K -$2.67K -5 -0.9%
CCM
1023
Carlson Capital Management
Minnesota
$282K +$283K +530 New
TCM
1024
Tufton Capital Management
Maryland
$282K – – –
PIA
1025
Perennial Investment Advisors
California
$282K -$534 -1 -0.2%
39 40
41
42 43

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.