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
↑ +71
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — AMP

Based on 1335 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,335 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

606 buying587 selling
Last quarter: 606 funds bought or added vs 587 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new AMP position: 116 → 121 → 120 → 173. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
912 out of 1,335 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

170 → 116 → 121 → 120 → 173 new funds/Q
New funds entering each quarter: 116 → 121 → 120 → 173. A growing number of institutions are discovering AMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 1,355 current holders: 910 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
47 of 1335 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

76 top-rated funds 2 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: AMP
2026 Q1 Stats Unlock in 19 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1355 1284 5.53%
13F Shares 79M 78M 0.65%
Total Value $38.33B $38.00B 0.88%
New Positions 176 122 +54
Increased Positions 458 434 +24
Closed Positions 104 137 -33
Reduced Positions 505 488 +17
Total Calls 13 12 8.33%
Total Puts 10 11 -9.09%
PUT/CALL Ratio 0.77 0.92 Neutral

Statistics: AMP

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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.

Top 25 institutional holders of AMP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maj Invest Holding A/S 5.82% 297,678 $132K
2 BIRCH FINANCIAL GROUP, LLC 2.64% 10,151 $4.5M
3 EDMP, INC. 2.61% 7,254 $3.2M
4 GREATMARK INVESTMENT PARTNERS, INC. 2.43% 46,746 $20.8M
5 ATWOOD & PALMER INC 1.94% 77,345 $34.4M
6 Alley Investment Management Company, LLC 1.57% 29,029 $12.9M
7 Kennebec Savings Bank 1.51% 3,776 $1.7M
8 DIVIDEND ASSETS CAPITAL, LLC 1.42% 15,988 $7.1M
9 CAMPBELL CAPITAL MANAGEMENT INC 1.17% 5,500 $2K
10 WELCH & FORBES LLC 1.00% 173,461 $77.1M
11 Moran Wealth Management, LLC 0.96% 70,412 $31.3M
12 Bulltick Wealth Management, LLC 0.95% 9,720 $4.3M
13 Merited Wealth, LLC 0.95% 2,580 $1.1M
14 Sterling Capital Management LLC 0.95% 112,588 $50.0M
15 NOVARE CAPITAL MANAGEMENT LLC 0.92% 26,033 $11.6M
16 MassMutual Private Wealth & Trust, FSB 0.85% 69,845 $31.0M
17 LECAP ASSET MANAGEMENT LTD 0.84% 5,043 $2.2M
18 Verity & Verity, LLC 0.83% 24,986 $11.1M
19 Asset Advisors Investment Management, LLC 0.82% 19,421 $8.6M
20 YANKCOM Partnership 0.78% 4,248 $1.9M
21 PATTON ALBERTSON MILLER GROUP, LLC 0.75% 14,274 $6.3M
22 Midwest Trust Co 0.69% 124,637 $55.4M
23 New Hampshire Trust 0.68% 7,560 $3.4M
24 Adelphi Trust Co 0.61% 1,697 $754K
25 LETSON INVESTMENT MANAGEMENT, INC. 0.58% 3,381 $1.5M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMP?

Slight buying edge — 51% buying: Last quarter: 606 funds bought or added vs 587 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMP holders?

Elite ownership — 56% AUM from top-100 funds: 47 of 1335 holders are among the 100 largest funds by AUM, controlling 56% 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: 912 out of 1,335 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.

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.