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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
RYIA
1126
Roehl & Yi Investment Advisors
Oregon
$214K +$214K +401 New
D.E. Shaw & Co
1127
D.E. Shaw & Co
New York
$213K -$3.9M -7,313 -95%
AWCI
1128
Alpine Woods Capital Investors
New York
$213K
EGA
1129
E&G Advisors
Texas
$213K +$213K +400 New
MCM
1130
Mengis Capital Management
Oregon
$213K +$213K +400 New
WLIM
1131
White Lighthouse Investment Management
Massachusetts
$213K +$213K +400 New
AAS
1132
Annex Advisory Services
Wisconsin
$212K -$51.2K -96 -19%
BBW
1133
Blue Barn Wealth
Utah
$212K +$212K +398 New
SPF
1134
South Plains Financial
Texas
$211K +$211K +396 New
NA
1135
Navellier & Associates
Nevada
$210K -$118K -221 -36%
MIM
1136
Morningstar Investment Management
Illinois
$209K +$210K +393 New
RTC
1137
Riverview Trust Company
Washington
$209K
USCWA
1138
U.S. Capital Wealth Advisors
Texas
$208K +$209K +391 New
WA1
1139
Wimmer Associates 1
California
$208K +$208K +390 New
MIC
1140
Means Investment Company
Maine
$207K +$208K +389 New
AWM
1141
Aberdeen Wealth Management
Illinois
$206K +$206K +386 New
CHP
1142
Cable Hill Partners
Oregon
$205K +$205K +385 New
AIM
1143
Acropolis Investment Management
Missouri
$204K
SIM
1144
Sentry Investment Management
Wisconsin
$204K -$33.6K -63 -14%
CAMG
1145
CWA Asset Management Group
Florida
$204K +$204K +383 New
CCA
1146
Cobblestone Capital Advisors
New York
$204K +$204K +383 New
AFG
1147
Allegheny Financial Group
Pennsylvania
$201K +$201K +376 New
SOW
1148
State of Wyoming
Wyoming
$198K -$24.6K -46 -11%
CFD
1149
Creative Financial Designs
Indiana
$193K
T
1150
Transce3nd
Texas
$192K +$193K +361 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.