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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
JFG
1026
Jefferies Financial Group
New York
$280K -$50.2K -94 -15%
CSIC
1027
Clifford Swan Investment Counsel
California
$279K -$11.7K -22 -4%
BMCM
1028
Bryn Mawr Capital Management
Pennsylvania
$278K -$2.13K -4 -0.8%
CPG
1029
Cornerstone Planning Group
New Jersey
$278K +$534 +1 +0.2%
CTWM
1030
Cherry Tree Wealth Management
Minnesota
$277K
FMLI
1031
Fukoku Mutual Life Insurance
Japan
$277K
GCP
1032
GSA Capital Partners
United Kingdom
$277K -$293K -549 -51%
BWP
1033
Baldwin Wealth Partners
Massachusetts
$277K -$410K -769 -60%
RWA
1034
River Wealth Advisors
Pennsylvania
$276K -$53.9K -101 -16%
QC
1035
Quadrature Capital
United Kingdom
$276K +$276K +518 New
AHL
1036
Abel Hall LLC
Louisiana
$275K +$11.2K +21 +4%
KIA
1037
KCM Investment Advisors
California
$274K
RCA
1038
Resonant Capital Advisors
Wisconsin
$274K +$8.01K +15 +3%
APP
1039
Avantax Planning Partners
Iowa
$273K -$1.6K -3 -0.6%
CPIG
1040
Chicago Partners Investment Group
Illinois
$273K +$47.5K +89 +21%
HWM
1041
Hemington Wealth Management
Virginia
$272K +$13.3K +25 +5%
NI
1042
Natural Investments
California
$272K +$273K +512 New
SQA
1043
Simon Quick Advisors
New Jersey
$272K +$22.9K +43 +9%
CPWA
1044
Cerro Pacific Wealth Advisors
California
$271K +$10.1K +19 +3%
GHAM
1045
Gilman Hill Asset Management
Connecticut
$269K
OFS
1046
Oldfather Financial Services
Nebraska
$268K
AWM
1047
Avior Wealth Management
Nebraska
$267K -$1.07K -2 -0.4%
Walleye Capital
1048
Walleye Capital
New York
$267K -$542K -1,015 -67%
DLA
1049
Douglas Lane & Associates
New York
$266K -$133K -250 -33%
BMA
1050
Brooks Moore & Associates
Tennessee
$266K -$53.4K -100 -17%

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.