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American Well

59 hedge funds and large institutions have $52.2M invested in American Well in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,833% more call options, than puts

Call options by funds: $358K | Put options by funds: $3K

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $48.3M → $52.2M (+$3.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.45% less ownership

Funds ownership: 43.94%41.49% (-2.5%)

8% less funds holding

Funds holding: 6459 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
17
Closed
12
Calls
$358K
Puts
$3K
Net Calls
+$355K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.64K +$836 +117 +172%
PWA
52
Physician Wealth Advisors
Utah
$1.16K +$71 +10 +8%
IA
53
IFP Advisors
Florida
$711
SS
54
SBI Securities
Japan
$658
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$470
US Bancorp
56
US Bancorp
Minnesota
$445
TWC
57
TD Waterhouse Canada
Ontario, Canada
$133 +$7 +1 +7%
BWM
58
Bernard Wealth Management
Michigan
$45
CCMI
59
Creative Capital Management Investments
California
$36 +$29 +4 New
OAC
60
OMERS Administration Corp
Ontario, Canada
-$255K -32,331 Closed
HF
61
HRT Financial
New York
-$114K -14,469 Closed
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
-$96.3K -12,217 Closed
JG
63
Jain Global
New York
-$83.6K -10,606 Closed
SOW
64
State of Wyoming
Wyoming
-$61K -7,737 Closed
Citigroup
65
Citigroup
New York
-$10.3K -1,309 Closed
RA
66
Rise Advisors
New York
-$1.14K -145 Closed
EWA
67
EverSource Wealth Advisors
Alabama
-$701 -89 Closed
GI
68
GAMMA Investing
California
-$473 -60 Closed
CCM
69
Coldstream Capital Management
Washington
-$268 -34 Closed
HCP
70
Hexagon Capital Partners
Arkansas
-$197 -25 Closed
KWM
71
Kiker Wealth Management
Georgia
-$63 -8 Closed

AMWL Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2025, worth a combined $52.2M — up 8.1% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AMWL and 7 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Rock Point Advisors, adding an estimated $235K. The largest seller was Millennium Management, cutting an estimated $617K.

  • 59 institutional investors held American Well (AMWL) as of Q2 2025, down from 64 in Q1 2025.
  • Funds reported $52.2M of American Well stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 7 funds opened new American Well positions in Q2 2025 and 12 closed out, a net change of -5 holders.
  • The largest American Well buyer in Q2 2025 was Rock Point Advisors, an estimated $235K added.
  • The largest American Well seller in Q2 2025 was Millennium Management, an estimated $617K sold.

Based on aggregated 13F filings for Q2 2025.