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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
DWM
1351
Darwin Wealth Management
Florida
$4.13K -$534 -1 -13%
HBW
1352
Hazlett, Burt & Watson
West Virginia
$4K
SFCL
1353
Strengthening Families & Communities LLC
Massachusetts
$4K
WCM
1354
WealthTrak Capital Management
Virginia
$3.73K +$3.74K +7 New
USB
1355
Union Savings Bank
Connecticut
$3.73K
AWM
1356
Accredited Wealth Management
Kentucky
$3.19K +$3.2K +6 New
CWP
1357
Clark Wealth Partners
Illinois
$3.19K +$3.2K +6 New
WAS
1358
Winch Advisory Services
Wisconsin
$2.68K -$5.87K -11 -69%
AP
1359
Aspect Partners
Virginia
$2.66K
NC
1360
NewSquare Capital
Pennsylvania
$2.66K +$2.13K +4 +400%
CIA
1361
Cape Investment Advisory
Georgia
$2.13K
TPW
1362
Talon Private Wealth
Florida
$2.13K
HWA
1363
HHM Wealth Advisors
Tennessee
$2.13K +$2.13K +4 New
AA
1364
Addison Advisors
Vermont
$1.6K -$4.8K -9 -75%
MHR
1365
Matthew Hamilton Rosenberg
$1.6K
SRCM
1366
Signature Resources Capital Management
California
$1.6K
CAC
1367
Core Alternative Capital
Georgia
$1.6K +$534 +1 +50%
BTD
1368
BankPlus Trust Department
Mississippi
$1.6K +$1.6K +3 New
BWL
1369
Bogart Wealth LLC
Virginia
$1.6K +$1.6K +3 New
PWM
1370
Parkworth Wealth Management
California
$1.6K +$1.6K +3 New
IWP
1371
IAG Wealth Partners
Wisconsin
$1.49K
PEAK6
1372
PEAK6
Illinois
$1.49K +$1.6K +3 New
NL
1373
NVWM LLC
Pennsylvania
$1.06K
RWM
1374
Ruedi Wealth Management
Illinois
$1.06K
WA
1375
WestEnd Advisors
North Carolina
$1.06K

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.