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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
PMFA
1326
Plante Moran Financial Advisors
Michigan
$9.58K
CSB
1327
City State Bank
Iowa
$9.05K
SN
1328
Sittner & Nelson
Oregon
$9.05K
AW
1329
Avion Wealth
Texas
$8K +$534 +1 +7%
SVCP
1330
Silicon Valley Capital Partners
California
$7.83K
SC
1331
SouthState Corp
Florida
$7.45K
CAIM
1332
Catherine Avery Investment Management
Florida
$7.45K +$7.47K +14 New
HWP
1333
Highline Wealth Partners
California
$6.93K +$1.6K +3 +30%
SIC
1334
SJS Investment Consulting
Ohio
$6.92K -$3.74K -7 -35%
ACA
1335
Atlas Capital Advisors
Wyoming
$6.39K
FG
1336
Fairman Group
Pennsylvania
$6.39K
SSB
1337
Sandy Spring Bank
Maryland
$6.39K +$6.4K +12 New
NFSG
1338
Newbridge Financial Services Group
Florida
$6.04K -$7.47K -14 -56%
GGI
1339
Godsey & Gibb Inc
Virginia
$5.86K
SFGP
1340
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.86K +$5.87K +11 New
FFA
1341
Frazier Financial Advisors
Ohio
$5.84K -$3.2K -6 -35%
BLC
1342
Brown, Lisle/Cummings
Rhode Island
$5.32K
CJ
1343
Caitlin John
Michigan
$5.06K
TCM
1344
TD Capital Management
Tennessee
$4.83K
FNWA
1345
Financial Network Wealth Advisors
Utah
$4.79K -$16.5K -31 -78%
GFL
1346
Granite FO LLC
New Hampshire
$4.79K
TWD
1347
True Wealth Design
Ohio
$4.79K +$4.8K +9 New
VFM
1348
Vision Financial Markets
Connecticut
$4.47K +$4.8K +9 New
SWM
1349
Sanctuary Wealth Management
Idaho
$4.26K
NWMP
1350
Noble Wealth Management PBC
Colorado
$4.26K +$4.27K +8 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.