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
↑ +13
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — AMP

Based on 1393 hedge funds · latest filing: 2026 Q2 · 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 (99% of max)

99% of all-time peak
1,393 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.
🟠

More sellers than buyers — 47% buying

580 buying651 selling
Last quarter: 651 funds reduced or exited vs 580 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.
➡️

Steady new buyers — ~125 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 131 → 184 → 128 → 125. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 15% new
970 out of 1,393 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.
💎

Buying through price weakness — shares +82%, value +3%

Value
+3%
Shares
+82%
Last quarter: funds added +82% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

129 → 131 → 184 → 128 → 125 new funds/Q
New funds entering each quarter: 131 → 184 → 128 → 125. AMP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 1,409 holders: 1,002 (71%) are 2+ year veterans, 161 entered 1–2 years ago, and 246 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
67 of 1388 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.
3.5
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 Q2, 580 hedge funds were net buyers of AMP (125 opened a new position, 455 added to an existing one), while 651 reduced or exited (539 trimmed, 112 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in AMP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 1393.

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.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.9
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1374 1380 -0.43%
13F Shares 79M 78M 0.48%
Total Value $34.21B $33.29B 2.77%
New Positions 121 128 -7
Increased Positions 450 472 -22
Closed Positions 122 154 -32
Reduced Positions 529 501 +28
Total Calls 9 6 50.0%
Total Puts 8 8 -
PUT/CALL Ratio 0.89 1.33 Neutral

Statistics: AMP

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Financial Highlights

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PhiloSmith Capital Corp 6.06% 48,650 $22.3M
2 Boyar Asset Management INC. 5.24% 19,913 $9.1M
3 Lyrical Asset Management LP 3.79% 650,835 $298.6M
4 Gator Capital Management, LLC 3.36% 34,951 $16.0M
5 Edmp, INC. 2.64% 7,148 $3.3M
6 Greatmark Investment Partners, INC. 2.46% 48,630 $22.3M
7 Birch Financial Group, LLC 2.39% 10,147 $4.7M
8 Winmill & CO. Inc 2.23% 21,990 $10.1M
9 GS Investments, Inc. 2.18% 6,566 $3.0M
10 Aristotle Capital Management, LLC 2.00% 2,083,285 $955.8M
11 Teachers Insurance & Annuity Association of America 1.96% 3,875 $1.8M
12 Atwood & Palmer Inc 1.89% 77,270 $35.4M
13 Kerusso Capital Management LLC 1.69% 10,123 $4.6M
14 Weaver C. Barksdale & Associates, Inc. 1.60% 3,879 $1.8M
15 Nordwand Advisors, LLC 1.50% 21,279 $9.8M
16 Kennebec Savings Bank 1.45% 3,930 $1.8M
17 Dakota Community Bank & Trust NA 1.39% 978 $449K
18 Aurora Investment Counsel 1.34% 5,672 $2.6M
19 Applied Finance Capital Management, LLC 1.33% 39,025 $17.9M
20 Ascent Wealth Partners, LLC 1.10% 24,044 $11.0M
21 Aristotle Atlantic Partners, LLC 1.08% 56,761 $26.0M
22 Dividend Assets Capital, LLC 1.06% 11,977 $5.5M
23 Meeder Asset Management Inc 1.04% 44,189 $20.3M
24 Pring Turner Capital Group Inc 1.02% 3,176 $1.8M
25 Bank OZK 1.01% 7,394 $3.4M
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?

More sellers than buyers — 47% buying: Last quarter: 651 funds reduced or exited vs 580 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 — 56% AUM from top-100 funds: 67 of 1388 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?

70% of holders stayed for 2+ years: 970 out of 1,393 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.

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