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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.58B -$82.2M -154,022 -1%
BlackRock
2
BlackRock
New York
$4.86B +$272M +508,799 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.56B +$276M +516,437 +12%
State Street
4
State Street
Massachusetts
$2.39B +$15.4M +28,915 +0.6%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.73B -$39.2M -73,521 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.41B +$20.4M +38,141 +1%
Morgan Stanley
7
Morgan Stanley
New York
$1.2B +$1.11M +2,080 +0.1%
UBS AM
8
UBS AM
Illinois
$771M +$12.6M +23,655 +2%
UBS Group
9
UBS Group
Switzerland
$771M +$59.1M +110,745 +8%
Boston Partners
10
Boston Partners
Massachusetts
$726M -$29M -54,300 -4%
Norges Bank
11
Norges Bank
Norway
$689M -$109M -204,586 -14%
Northern Trust
12
Northern Trust
Illinois
$675M +$112M +209,549 +20%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$618M -$9.98M -18,703 -2%
N
14
Nuveen
North Carolina
$605M -$114M -213,461 -16%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$525M -$24.8M -46,528 -5%
Goldman Sachs
16
Goldman Sachs
New York
$499M -$25.7M -48,098 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$491M -$14.1M -26,336 -3%
Invesco
18
Invesco
Georgia
$467M -$35.5M -66,566 -7%
Deutsche Bank
19
Deutsche Bank
Germany
$461M -$72.8M -136,420 -14%
LAM
20
Lyrical Asset Management
New York
$429M -$11.1M -20,852 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$386M -$51.1M -95,738 -12%
Bank of America
22
Bank of America
North Carolina
$381M -$60M -112,429 -14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$351M -$21.4M -40,178 -6%
Amundi
24
Amundi
France
$344M +$111M +208,195 +48%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$328M -$31.7M -59,356 -9%

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.