We are live on ! Find out more
AMP icon

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
BAM
1226
Byrne Asset Management
New Jersey
$59.1K -$10.7K -20 -15%
CYG
1227
Clean Yield Group
Vermont
$58.6K
FF
1228
Friedenthal Financial
New Jersey
$57.5K +$57.6K +108 New
TCA
1229
Trifecta Capital Advisors
Illinois
$55.9K -$17.6K -33 -24%
DAM
1230
Delta Asset Management
Tennessee
$53.2K
LWA
1231
Lowe Wealth Advisors
Maryland
$53.2K
C
1232
Covestor
United Kingdom
$50K -$8.54K -16 -15%
BIA
1233
Bell Investment Advisors
California
$48.5K
WA
1234
WPG Advisers
Maryland
$48.5K +$48.6K +91 New
MEG
1235
Millstone Evans Group
Colorado
$46.9K +$47K +88 New
PC
1236
Promus Capital
Illinois
$46.9K +$47K +88 New
OIAM
1237
OFI Invest Asset Management
France
$46.8K +$48.6K +91 New
AGWCA
1238
Annis Gardner Whiting Capital Advisors
Florida
$46.3K -$1.6K -3 -3%
QL
1239
Quarry LP
New York
$46.3K +$27.8K +52 +149%
AFG
1240
Albion Financial Group
Utah
$46.3K +$46.4K +87 New
AWM
1241
Abound Wealth Management
Tennessee
$44.3K
WI
1242
Wintrust Investments
Illinois
$44K +$9.07K +17 +26%
TLCM
1243
Twin Lakes Capital Management
California
$42.8K
SS
1244
SBI Securities
Japan
$42.6K +$42.7K +80 New
ATC
1245
Adirondack Trust Company
New York
$42.1K
TFIPS
1246
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.3K -$20.3K -38 -35%
GSWM
1247
Golden State Wealth Management
California
$37.8K +$37.9K +71 New
AAP
1248
Arax Advisory Partners
Colorado
$37.3K +$10.7K +20 +40%
PSB
1249
Piscataqua Savings Bank
New Hampshire
$37.3K
RBC
1250
Roble Belko & Company
Pennsylvania
$37K

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.