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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1151
Westside Investment Management
California
$24.8K
CCMI
1152
Creative Capital Management Investments
California
$23.9K
TFA
1153
Toth Financial Advisory
Virginia
$23.5K
MFC
1154
Mechanics Financial Corp
Ohio
$23.5K
CT
1155
Clearstead Trust
Maine
$23.1K
VNA
1156
Valley National Advisers
Pennsylvania
$23K
VWA
1157
Valued Wealth Advisors
Utah
$22.6K +$2.56K +6 +13%
VCM
1158
Versant Capital Management
Arizona
$22.6K +$10.7K +25 +89%
PP
1159
PFS Partners
New Jersey
$21.4K
AAP
1160
Arax Advisory Partners
Colorado
$21.4K +$21.4K +50 New
FCMT
1161
Founders Capital Management (Texas)
Texas
$20.5K
AS
1162
Altshuler Shaham
Israel
$20.5K +$20.5K +48 New
SC
1163
Solstein Capital
California
$19.7K
CPG
1164
Custom Portfolio Group
Colorado
$17.9K
FNWA
1165
Financial Network Wealth Advisors
Utah
$17.5K +$17.5K +41 New
RFG
1166
REAP Financial Group
Texas
$17.1K -$1.28K -3 -7%
CSWM
1167
Cassady Schiller Wealth Management
Ohio
$17.1K
WWP
1168
WR Wealth Planners
Missouri
$16.7K +$8.12K +19 +95%
RA
1169
Rise Advisors
New York
$15.9K
RL
1170
Rogco LP
Oklahoma
$15.8K -$8.54K -20 -35%
RFG
1171
RFP Financial Group
Georgia
$14.5K -$427 -1 -3%
PWMG
1172
Prestige Wealth Management Group
New Jersey
$13.7K
HFM
1173
Harvest Fund Management
China
$13K -$239K -559 -95%
S
1174
Sachetta
Massachusetts
$13K +$5.55K +13 +76%
MA
1175
MCF Advisors
Kentucky
$12.8K

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.