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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
TWA
1076
TCI Wealth Advisors
Arizona
$250K
HS
1077
Horan Securities
United States
$250K
Empower Advisory Group
1078
Empower Advisory Group
Colorado
$248K -$4.8K -9 -2%
AWA
1079
Arete Wealth Advisors
Illinois
$247K +$247K +463 New
RW
1080
Regimen Wealth
Georgia
$245K +$1.07K +2 +0.4%
AG
1081
AlTi Global
New York
$245K +$3.74K +7 +2%
BWA
1082
Bordeaux Wealth Advisors
California
$245K +$2.67K +5 +1%
CBT
1083
Crews Bank & Trust
Florida
$244K +$244K +458 New
WTA
1084
Washington Trust Advisors
Massachusetts
$243K -$67.8K -127 -22%
TIA
1085
Tiemann Investment Advisors
California
$243K -$8.01K -15 -3%
TFF
1086
The Family Firm
Maryland
$242K +$534 +1 +0.2%
SPC
1087
Sigma Planning Corp
Michigan
$241K +$2.13K +4 +0.9%
LFA
1088
Legacy Financial Advisors
Kentucky
$240K -$6.94K -13 -3%
BWAM
1089
Boyd Watterson Asset Management
Ohio
$240K -$2.13K -4 -0.9%
PSB
1090
Passumpsic Savings Bank
Vermont
$240K
MC
1091
Moors & Cabot
Massachusetts
$240K +$4.27K +8 +2%
BHWM
1092
Bar Harbor Wealth Management
New Hampshire
$239K
QWP
1093
Quotient Wealth Partners
Texas
$238K +$239K +447 New
APG
1094
Abacus Planning Group
South Carolina
$237K -$1.6K -3 -0.7%
AWE
1095
Avidian Wealth Enterprises
Texas
$236K +$236K +443 New
MCM
1096
Marathon Capital Management
Maryland
$234K
WCG
1097
Weaver Consulting Group
California
$234K
OL
1098
one8zero8 LLC
North Carolina
$234K +$234K +439 New
C
1099
Croban
Ohio
$233K +$234K +438 New
WAP
1100
Wealthcare Advisory Partners
Pennsylvania
$233K +$2.67K +5 +1%

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.