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
↓ -27
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — AMP

Based on 1379 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
1,379 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 (+43 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

605 buying661 selling
Last quarter: 661 funds reduced or exited vs 605 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 (-56 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 128 → 131 → 184 → 128. 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
942 out of 1,379 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 → 128 → 131 → 184 → 128 new funds/Q
New funds entering each quarter: 128 → 131 → 184 → 128. 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 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,394 holders: 962 (69%) are 2+ year veterans, 174 entered 1–2 years ago, and 258 (19%) 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
69 of 1378 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 Q1, 605 hedge funds were net buyers of AMP (128 opened a new position, 477 added to an existing one), while 661 reduced or exited (506 trimmed, 155 sold completely) — a 48% 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: -27 funds (more exits than new entries). Total institutional holders: 1379.

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 Q2 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 June 30, 2026 · 45d ago
AMP
+24.4%
XLF
+8.7%

AMP outperformed XLF by +15.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
AMP
+0.0%
XLF
+0.0%

Since the filing became public, AMP outperformed XLF by +0.0% .

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
2026 Q2 Stats Unlock in 5 days 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 6.06% 48,650 $22.3M
2 Lyrical Asset Management LP 3.79% 650,835 $298.6M
3 Gator Capital Management, LLC 3.36% 34,951 $16.0M
4 Edmp, INC. 2.64% 7,148 $3.3M
5 Greatmark Investment Partners, INC. 2.46% 48,630 $22.3M
6 Birch Financial Group, LLC 2.39% 10,147 $4.7M
7 Winmill & CO. Inc 2.23% 21,990 $10.1M
8 GS Investments, Inc. 2.18% 6,566 $3.0M
9 Teachers Insurance & Annuity Association of America 1.96% 3,875 $1.8M
10 Atwood & Palmer Inc 1.89% 77,270 $35.4M
11 Kerusso Capital Management LLC 1.69% 10,123 $4.6M
12 Nordwand Advisors, LLC 1.50% 21,279 $9.8M
13 Kennebec Savings Bank 1.45% 3,930 $1.8M
14 Dakota Community Bank & Trust NA 1.39% 978 $449K
15 Aurora Investment Counsel 1.34% 5,672 $2.6M
16 Applied Finance Capital Management, LLC 1.33% 39,025 $17.9M
17 Ascent Wealth Partners, LLC 1.10% 24,044 $11.0M
18 Dividend Assets Capital, LLC 1.06% 11,977 $5.5M
19 Meeder Asset Management Inc 1.04% 44,189 $20.3M
20 Pring Turner Capital Group Inc 1.02% 3,176 $1.8M
21 Welch & Forbes LLC 0.95% 171,132 $78.5M
22 Bulltick Wealth Management, LLC 0.91% 9,720 $4.5M
23 Novare Capital Management LLC 0.87% 26,663 $12.2M
24 Moran Wealth Management, LLC 0.85% 68,051 $31.2M
25 Stelac Advisory Services LLC 0.83% 9,725 $4.5M
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?

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: 661 funds reduced or exited vs 605 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: 69 of 1378 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: 942 out of 1,379 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 Q2 hedge fund 13F filings?

As of today, AMP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AMP has gained +24.4% vs +8.7% 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.

Full history →