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American Well

64 hedge funds and large institutions have $48.3M invested in American Well in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,200% more call options, than puts

Call options by funds: $530K | Put options by funds: $10K

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

0% less capital invested

Capital invested by funds: $48.4M → $48.3M (-$21.2K)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 6764 (-3)

4.85% less ownership

Funds ownership: 48.8%43.94% (-4.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
19
Reduced
16
Closed
13
Calls
$530K
Puts
$10K
Net Calls
+$520K
Net Calls Change
+$574K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rise Advisors
New York
$1.14K +$1.38K +145 New
PWA
52
Physician Wealth Advisors
Utah
$946 +$1.14K +120 New
EWA
53
EverSource Wealth Advisors
Alabama
$701
IA
54
IFP Advisors
Florida
$630 +$762 +80 New
SS
55
SBI Securities
Japan
$583 -$95 -10 -12%
Osaic Holdings
56
Osaic Holdings
Arizona
$534 -$590 -62 -48%
GI
57
GAMMA Investing
California
$473 +$571 +60 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$413
US Bancorp
59
US Bancorp
Minnesota
$394 +$476 +50 New
CCM
60
Coldstream Capital Management
Washington
$268 +$324 +34 New
HCP
61
Hexagon Capital Partners
Arkansas
$197
TWC
62
TD Waterhouse Canada
Ontario, Canada
$107
KWM
63
Kiker Wealth Management
Georgia
$63 +$76 +8 New
BWM
64
Bernard Wealth Management
Michigan
$40
KLP
65
Kent Lake PR
Puerto Rico
-$1.48M -204,078 Closed
4A
66
4D Advisors
California
-$1.09M -150,000 Closed
TI
67
Trexquant Investment
Connecticut
-$152K -21,023 Closed
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
-$137K -18,936 Closed
EGM
69
Engineers Gate Manager
New York
-$74.8K -10,322 Closed
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
-$44.6K -6,150 Closed
WWA
71
Wingate Wealth Advisors
Massachusetts
-$3.63K -500 Closed
RS
72
R Squared
Hong Kong
-$3.41K -470 Closed
Simplex Trading
73
Simplex Trading
Illinois
-$1.49K -156 Closed
Group One Trading
74
Group One Trading
Illinois
-$67 -7 Closed
IHWM
75
Iron Horse Wealth Management
Iowa
-$44 -6 Closed

AMWL Hedge Fund Activity: Q1 2025 in Review

64 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2025, worth a combined $48.3M — down 0.04% from $48.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AMWL and 12 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 19 added.

The largest buyer was Susquehanna International Group, adding an estimated $957K. The largest seller was Kent Lake PR, exiting entirely with an estimated $1.48M sold.

  • 64 institutional investors held American Well (AMWL) as of Q1 2025, down from 67 in Q4 2024.
  • Funds reported $48.3M of American Well stock for Q1 2025, down 0.04% quarter-over-quarter.
  • 12 funds opened new American Well positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest American Well buyer in Q1 2025 was Susquehanna International Group, an estimated $957K added.
  • The largest American Well seller in Q1 2025 was Kent Lake PR, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2025.