We are live on ! Find out more
AMWL icon

American Well

65 hedge funds and large institutions have $66.1M invested in American Well in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46.5% more ownership

Funds ownership: 2.69%49.19% (+46%)

31% more capital invested

Capital invested by funds: $50.4M → $66.1M (+$15.7M)

40% less funds holding

Funds holding: 10965 (-44)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

74% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
65
Holders Change
-44
Holders Change %
-40.37%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
14
Reduced
26
Closed
58
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$2.27K -$7.38K -872 -78%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.67K -$8 -1 -0.6%
S
53
SignatureFD
Georgia
$1.42K
Osaic Holdings
54
Osaic Holdings
Arizona
$1.17K -$17 -2 -2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$1.01K -$8 -1 -0.9%
EWA
56
EverSource Wealth Advisors
Alabama
$844 +$737 +87 +4,350%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$474
AIC
58
Archer Investment Corporation
Indiana
$237
HCP
59
Hexagon Capital Partners
Arkansas
$237 +$212 +25 New
TWC
60
TD Waterhouse Canada
Ontario, Canada
$138
Jones Financial Companies
61
Jones Financial Companies
Missouri
$133 +$119 +14 New
IHWM
62
Iron Horse Wealth Management
Iowa
$57 +$51 +6 New
CFS
63
CGC Financial Services
Oregon
$28 -$8 -1 -25%
DB
64
Danske Bank
Denmark
$9 +$8 +1 New
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
-$1.25M -192,840 Closed
Goldman Sachs
66
Goldman Sachs
New York
-$894K -137,547 Closed
AQR Capital Management
67
AQR Capital Management
Connecticut
-$616K -94,787 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$515K -79,210 Closed
Charles Schwab
69
Charles Schwab
California
-$488K -75,098 Closed
YIH
70
Y-Intercept (HK)
Hong Kong
-$319K -49,117 Closed
CC
71
Centiva Capital
New York
-$167K -25,735 Closed
Ameriprise
72
Ameriprise
Minnesota
-$140K -21,571 Closed
PAS
73
Point72 Asia (Singapore)
Singapore
-$136K -20,992 Closed
HF
74
HRT Financial
New York
-$95K -14,711 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
-$114K -13,932 Closed

AMWL Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2024, worth a combined $66.1M — up 31% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AMWL and 15 opened new positions — a net loss of 43 holders — while 26 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $950K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $1.25M sold.

  • 65 institutional investors held American Well (AMWL) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $66.1M of American Well stock for Q3 2024, up 31% quarter-over-quarter.
  • 15 funds opened new American Well positions in Q3 2024 and 58 closed out, a net change of -43 holders.
  • The largest American Well buyer in Q3 2024 was Morgan Stanley, an estimated $950K added.
  • The largest American Well seller in Q3 2024 was Jacobs Levy Equity Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2024.