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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
MNBTD
1051
Moody National Bank Trust Division
Texas
$266K -$2.67K -5 -1%
VCAM
1052
Van Cleef Asset Management
Ohio
$266K +$267K +500 New
ORG
1053
Optimist Retirement Group
Washington
$266K -$13.3K -25 -5%
SCM
1054
Sunbeam Capital Management
Georgia
$266K +$266K +499 New
BTWM
1055
Baker Tilly Wealth Management
Wisconsin
$265K -$8.54K -16 -3%
G
1056
GenTrust
Florida
$264K +$8.54K +16 +3%
HFS
1057
Howard Financial Services
Texas
$263K +$263K +493 New
DO
1058
denkapparat Operations
Germany
$261K +$262K +490 New
YIA
1059
YHB Investment Advisors
Connecticut
$260K
SYBT
1060
Stock Yards Bank & Trust
Kentucky
$259K -$97.7K -183 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
1061
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K
GWANC
1062
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K +$4.27K +8 +2%
ICP
1063
Interchange Capital Partners
Pennsylvania
$258K -$9.07K -17 -3%
PTP
1064
Platform Technology Partners
New York
$257K
OP
1065
ORG Partners
Indiana
$256K +$534 +1 +0.2%
CIM
1066
Confluence Investment Management
Missouri
$256K
JIC
1067
Joel Isaacson & Co
New York
$256K
DWM
1068
Dechtman Wealth Management
Colorado
$255K +$534 +1 +0.2%
NL
1069
NWAM LLC
Washington
$255K -$12.8K -24 -5%
PPWM
1070
Paragon Private Wealth Management
Kentucky
$255K +$26.7K +50 +12%
PCS
1071
Private Client Services
Kentucky
$254K
TIM
1072
Tortoise Investment Management
New York
$253K +$3.74K +7 +1%
R
1073
Rebalance
California
$251K -$6.94K -13 -3%
AFT
1074
Alpha Family Trust
California
$250K
ONB
1075
Old National Bancorp
Indiana
$250K +$251K +470 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.