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American Well

67 hedge funds and large institutions have $48.4M invested in American Well in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more funds holding

Funds holding: 6567 (+2)

0.39% less ownership

Funds ownership: 49.19%48.8% (-0.39%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

19% less call options, than puts

Call options by funds: $231K | Put options by funds: $285K

27% less capital invested

Capital invested by funds: $66.1M → $48.4M (-$17.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
18
Reduced
22
Closed
9
Calls
$231K
Puts
$285K
Net Calls
-$54K
Net Calls Change
+$632K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.61K
RS
52
R Squared
Hong Kong
$3.41K +$4.26K +470 New
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.55K +$1.81K +200 +1,429%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.28K
Simplex Trading
55
Simplex Trading
Illinois
$1K -$28.6K -3,156 -95%
Osaic Holdings
56
Osaic Holdings
Arizona
$941 +$63 +7 +6%
TRCT
57
Tower Research Capital (TRC)
New York
$740 -$26.1K -2,877 -97%
EWA
58
EverSource Wealth Advisors
Alabama
$645
SS
59
SBI Securities
Japan
$609 +$761 +84 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$384 +$27 +3 +6%
HCP
61
Hexagon Capital Partners
Arkansas
$181
TWC
62
TD Waterhouse Canada
Ontario, Canada
$108
Group One Trading
63
Group One Trading
Illinois
$51 -$2.11K -233 -97%
IHWM
64
Iron Horse Wealth Management
Iowa
$44
BWM
65
Bernard Wealth Management
Michigan
$37 +$45 +5 New
CFS
66
CGC Financial Services
Oregon
$22
DB
67
Danske Bank
Denmark
$7
AF
68
Aldebaran Financial
-$4.08M -21,906 Closed
Walleye Capital
69
Walleye Capital
New York
-$167K -17,571 Closed
PP
70
PDT Partners
New York
-$107K -11,298 Closed
HT
71
Headlands Technologies
Illinois
-$56.2K -5,928 Closed
CFM
72
Catalyst Funds Management
Australia
-$30.7K -3,235 Closed
S
73
SignatureFD
Georgia
-$1.42K -150 Closed
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
-$1.01K -107 Closed
AIC
75
Archer Investment Corporation
Indiana
-$237 -25 Closed

AMWL Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2024, worth a combined $48.4M — down 27% from $66.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AMWL positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $464K. The largest seller was Aldebaran Financial, exiting entirely with an estimated $4.08M sold.

  • 67 institutional investors held American Well (AMWL) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $48.4M of American Well stock for Q4 2024, down 27% quarter-over-quarter.
  • 11 funds opened new American Well positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest American Well buyer in Q4 2024 was Morgan Stanley, an estimated $464K added.
  • The largest American Well seller in Q4 2024 was Aldebaran Financial, an estimated $4.08M sold.

Based on aggregated 13F filings for Q4 2024.