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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
CTB
1251
Country Trust Bank
Illinois
$36.7K
CT
1252
Clearstead Trust
Maine
$36.2K
SIS
1253
Sound Income Strategies
Florida
$35.7K +$35.8K +67 New
AF
1254
Advisornet Financial
Minnesota
$35.7K
OC
1255
Oakworth Capital
Alabama
$35.7K
MWM
1256
Mascoma Wealth Management
New Hampshire
$35.1K
BSB
1257
Bangor Savings Bank
Maine
$33.5K -$9.61K -18 -22%
KFI
1258
Key Financial Inc
Pennsylvania
$32.5K
AAG
1259
Accordant Advisory Group
Maryland
$31.9K
HIW
1260
Holos Integrated Wealth
Pennsylvania
$31.9K +$32K +60 New
DPW
1261
DiNuzzo Private Wealth
Pennsylvania
$30.9K
WIM
1262
Westside Investment Management
California
$30.9K
VWA
1263
Valued Wealth Advisors
Utah
$30.9K +$4.8K +9 +18%
BTC
1264
Bank & Trust Company
Illinois
$30.3K -$5.34K -10 -15%
CCMI
1265
Creative Capital Management Investments
California
$29.8K
WWA
1266
Wingate Wealth Advisors
Massachusetts
$29.8K +$29.9K +56 New
MFC
1267
Mechanics Financial Corp
Ohio
$29.3K
WA
1268
Whipplewood Advisors
Colorado
$28.2K +$28.3K +53 New
RWM
1269
Rialto Wealth Management
New York
$27.7K +$27.8K +52 New
FMP
1270
Financial Management Professionals
Texas
$27.7K +$534 +1 +2%
PWA
1271
Physician Wealth Advisors
Utah
$27.2K +$27.2K +51 New
MB
1272
Mizuho Bank
Japan
$26.6K -$48K -90 -64%
PP
1273
PFS Partners
New Jersey
$26.6K
WWM
1274
Wolff Wiese Magana
California
$26.6K
TH
1275
TCTC Holdings
Texas
$26.1K +$26.2K +49 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.