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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
HWA
1176
Heritage Wealth Advisors
Virginia
$137K +$1.6K +3 +1%
CMP
1177
Coston McIsaac & Partners
Maine
$134K
RCM
1178
Raleigh Capital Management
North Carolina
$134K -$7.47K -14 -5%
OSNBOA
1179
Old Second National Bank of Aurora
Illinois
$132K +$1.07K +2 +0.8%
GKIM
1180
GW&K Investment Management
Massachusetts
$125K +$534 +1 +0.4%
MFG
1181
Mendota Financial Group
Wisconsin
$124K +$124K +232 New
1IA
1182
1620 Investment Advisors
Massachusetts
$117K
PB
1183
Pinnacle Bancorp
Nebraska
$112K
M
1184
MOTCO
Texas
$109K
TSMHT
1185
Thurston Springer Miller Herd & Titak
Indiana
$109K +$109K +205 New
KB
1186
Kimelman & Baird
New York
$106K -$42.7K -80 -29%
VWM
1187
Venturi Wealth Management
Texas
$104K +$1.07K +2 +1%
HCP
1188
Hexagon Capital Partners
Arkansas
$104K -$9.07K -17 -8%
KI
1189
Kapitalo Investimentos
Brazil
$103K +$103K +193 New
SNB
1190
Security National Bank
Nebraska
$102K
A
1191
AlphaQuest
New York
$99.6K -$3.1M -5,810 -97%
MA
1192
Montag & Associates
Georgia
$99K
FWA
1193
Flagship Wealth Advisors
Massachusetts
$98.5K +$98.7K +185 New
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$93.7K
GFPC
1195
Global Financial Private Client
Florida
$91.6K +$2.13K +4 +2%
ECM
1196
Estabrook Capital Management
New York
$90.5K -$462K -865 -84%
ANBT
1197
American National Bank & Trust
Texas
$89.4K +$33.1K +62 +58%
RMC
1198
Resources Management Corp
Connecticut
$88K
ETC
1199
Exchange Traded Concepts
Oklahoma
$87.9K -$34.2K -64 -28%
HFS
1200
Hopwood Financial Services
Virginia
$87.9K +$88.1K +165 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.