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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
CFO
1101
CVA Family Office
Colorado
$232K +$14.4K +27 +7%
HDIM
1102
Hanson & Doremus Investment Management
Vermont
$231K
AAM
1103
Aureus Asset Management
Massachusetts
$230K
IF
1104
Intrua Financial
Texas
$230K -$39K -73 -14%
OFS
1105
Orrstown Financial Services
Pennsylvania
$229K +$1.07K +2 +0.5%
LAM
1106
Longboard Asset Management
Arizona
$229K +$229K +430 New
IC
1107
Iconiq Capital
California
$228K +$229K +429 New
SB
1108
Strategic Blueprint
Georgia
$228K +$228K +428 New
IFO
1109
Independent Family Office
New York
$228K
QPWM
1110
Quadrant Private Wealth Management
Pennsylvania
$227K +$227K +426 New
CIP
1111
Convergence Investment Partners
Florida
$226K +$227K +425 New
GIA
1112
GHP Investment Advisors
Colorado
$224K
PL
1113
Plancorp LLC
Missouri
$224K +$225K +421 New
MIM
1114
Macroview Investment Management
Maryland
$224K
SMWM
1115
Silvia McColl Wealth Management
California
$223K +$223K +418 New
BC
1116
Bridgefront Capital
Texas
$221K +$222K +416 New
SAI
1117
Savvy Advisors Inc
New York
$221K +$221K +415 New
EBA
1118
Eagle Bay Advisors
New York
$221K -$2.13K -4 -1%
HIA
1119
Harbor Investment Advisory
Maryland
$219K +$19.7K +37 +10%
CIA
1120
Capital Investment Advisors
Georgia
$219K +$220K +412 New
TPWM
1121
Twelve Points Wealth Management
Massachusetts
$218K +$218K +409 New
AWM
1122
Aviso Wealth Management
Washington
$217K +$218K +408 New
AWA
1123
Amplius Wealth Advisors
Pennsylvania
$216K +$217K +406 New
Fisher Asset Management
1124
Fisher Asset Management
Washington
$214K +$215K +402 New
WPP
1125
Whalerock Point Partners
Rhode Island
$214K -$152K -285 -41%

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.