Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ameriprise Finl Inc (AMP)

1K + Investors. Track Smart Money conviction in AMP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -28
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — AMP

Based on 1377 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AMP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,377 hedge funds hold AMP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AMP is almost the same as a year ago (+41 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

604 buying660 selling
Last quarter: 660 funds reduced or exited vs 604 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-57 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 127 → 131 → 184 → 127. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
941 out of 1,377 hedge funds have held AMP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

123 → 127 → 131 → 184 → 127 new funds/Q
New funds entering each quarter: 127 → 131 → 184 → 127. A growing number of institutions are discovering AMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,392 holders: 961 (69%) are 2+ year veterans, 174 entered 1–2 years ago, and 257 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
65 of 1376 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AMP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMP

In 2026 Q1, 604 hedge funds were net buyers of AMP (127 opened a new position, 477 added to an existing one), while 660 reduced or exited (505 trimmed, 155 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in AMP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -28 funds (more exits than new entries). Total institutional holders: 1377.

Hedge Fund Ownership: AMP

How many hedge funds hold AMP — quarterly history vs. share price
Quarterly hedge fund ownership of AMP vs. share price

Market Analysis: AMP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ameriprise Finl Inc (AMP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMP has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
AMP
+4.9%
XLF
+8.8%

AMP outperformed XLF by -3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
AMP
-0.9%
XLF
+5.1%

Since the filing became public, AMP outperformed XLF by -6.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

76 top-rated funds 4 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: AMP
1K + Investors

Track Smart Money conviction in AMP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1361 1404 -3.06%
13F Shares 77M 81M -4.68%
Total Value $32.64B $38.97B -16.24%
New Positions 124 184 -60
Increased Positions 470 444 +26
Closed Positions 167 107 +60
Reduced Positions 492 504 -12
Total Calls 6 13 -53.85%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 1.33 0.77 Bearish

Statistics: AMP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PhiloSmith Capital Corp 6.19% 48,850 $21.7M
2 Boyar Asset Management INC. 4.98% 19,706 $8.8M
3 Lyrical Asset Management LP 4.53% 668,303 $297.0M
4 Gator Capital Management, LLC 3.46% 38,108 $16.9M
5 GS Investments, Inc. 2.68% 10,539 $4.7M
6 Birch Financial Group, LLC 2.64% 10,151 $4.5M
7 Edmp, INC. 2.61% 7,254 $3.2M
8 Greatmark Investment Partners, INC. 2.43% 46,746 $20.8M
9 Teachers Insurance & Annuity Association of America 2.16% 3,875 $1.7M
10 Aristotle Capital Management, LLC 2.06% 2,211,677 $982.9M
11 Atwood & Palmer Inc 1.94% 77,345 $34.4M
12 Kerusso Capital Management LLC 1.83% 8,203 $3.6M
13 Weaver C. Barksdale & Associates, Inc. 1.65% 3,884 $1.7M
14 Nordwand Advisors, LLC 1.63% 21,018 $9.3M
15 Alley Investment Management Company, LLC 1.57% 29,029 $12.9M
16 Applied Finance Capital Management, LLC 1.51% 45,254 $20.1M
17 Kennebec Savings Bank 1.51% 3,776 $1.7M
18 Dakota Community Bank & Trust NA 1.46% 968 $430K
19 Dividend Assets Capital, LLC 1.42% 15,988 $7.1M
20 Aurora Investment Counsel 1.41% 5,740 $2.6M
21 Ascent Wealth Partners, LLC 1.20% 23,224 $10.3M
22 Aristotle Atlantic Partners, LLC 1.13% 54,497 $24.2M
23 Loudon Investment Management, LLC 1.11% 4,630 $2.1M
24 Bank OZK 1.05% 6,706 $3.0M
25 Welch & Forbes LLC 1.00% 173,461 $77.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ameriprise Finl Inc (AMP)

What does the Smart Money Trend signal show for AMP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AMP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMP?

More sellers than buyers — 48% buying: Last quarter: 660 funds reduced or exited vs 604 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AMP holders?

Elite ownership — 43% AUM from top-100 funds: 65 of 1376 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AMP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMP?

68% of holders stayed for 2+ years: 941 out of 1,377 hedge funds have held AMP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ameriprise Finl Inc (AMP) following the 2026 Q1 hedge fund 13F filings?

As of today, AMP has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -6.0%. Since the quarter end (March 31, 2026), AMP has gained +4.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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