Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Well Corp (AMWL)

54 + Investors. Track Smart Money conviction in AMWL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — AMWL

Based on 54 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 AMWL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
54 funds currently hold this stock — 84% of the 3.0-year high of 64 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold AMWL compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

26 buying29 selling
Last quarter: 29 funds reduced or exited vs 26 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 14 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 30% entered in last year

■ 9% conviction (2yr+) ■ 61% medium ■ 30% new
Only 5 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

13 → 7 → 9 → 14 → 10 new funds/Q
New funds entering each quarter: 7 → 9 → 14 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 7% veterans, 33% new entrants

■ 7% veterans ■ 60% 1-2yr ■ 33% new
Of 58 current holders: 4 (7%) held 2+ years, 35 held 1–2 years, 19 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
20 of 54 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — AMWL

In 2026 Q1, 26 hedge funds were net buyers of AMWL (10 opened a new position, 16 added to an existing one), while 29 reduced or exited (15 trimmed, 14 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in AMWL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 54.

Hedge Fund Ownership: AMWL

How many hedge funds hold AMWL — quarterly history vs. share price
Quarterly hedge fund ownership of AMWL vs. share price

Market Analysis: AMWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMWL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy American Well Corp (AMWL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMWL has moved relative to its sector benchmark (XLV) since the 2026 Q1 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 March 31, 2026 · 77d ago
AMWL
+65.2%
XLV
nan%

AMWL outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
AMWL
+15.7%
XLV
nan%

Since the filing became public, AMWL outperformed XLV by nan% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: AMWL
54 + Investors

Track Smart Money conviction in AMWL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 58 -6.9%
13F Shares 7M 6M 17.21%
Total Value $32M $27M 16.22%
New Positions 10 14 -4
Increased Positions 16 19 -3
Closed Positions 14 13 +1
Reduced Positions 13 15 -2
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: AMWL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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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
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMWL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cable Car Capital, LP 1.82% 1,002,650 $5.3M
2 Senvest Management, LLC 0.20% 1,136,558 $6.0M
3 Rock Point Advisors, LLC 0.19% 136,086 $716K
4 Monaco Asset Management SAM 0.07% 68,940 $363K
5 Bridgeway Capital Management, LLC 0.01% 47,989 $252K
6 XTX Topco Ltd 0.00% 24,245 $128K
7 Ballentine Partners, LLC 0.00% 29,750 $156K
8 Renaissance Technologies LLC 0.00% 195,023 $1.0M
9 Two Sigma Advisers, LP 0.00% 87,650 $430K
10 Sapient Capital LLC 0.00% 10,000 $53K
11 Two Sigma Investments, LP 0.00% 133,009 $700K
12 Morgan Stanley 0.00% 1,156,453 $6.1M
13 Marshall Wace, LLP 0.00% 44,045 $232K
14 HighTower Advisors, LLC 0.00% 37,659 $198K
15 Leonteq Securities AG 0.00% 838 $4K
16 Caption Management, LLC 0.00% 5,030 $26K
17 Physician Wealth Advisors, Inc. 0.00% 189 —
18 HSBC Holdings plc 0.00% 46,565 $254K
19 Squarepoint Ops LLC 0.00% 17,791 $94K
20 Vanguard Fiduciary Trust Co 0.00% 79,931 $420K
21 Vanguard Capital Management LLC 0.00% 567,271 $3.0M
22 Goldman Sachs Group Inc 0.00% 123,597 $650K
23 Citadel Advisors LLC 0.00% 49,288 $259K
24 Jane Street Group, LLC 0.00% 54,112 $285K
25 BlackRock, Inc. 0.00% 391,379 $2.1M
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 — American Well Corp (AMWL)

What does the Smart Money Trend signal show for AMWL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AMWL 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 AMWL?

More sellers than buyers — 47% buying: Last quarter: 29 funds reduced or exited vs 26 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 AMWL holders?

Strong quality — 32% AUM from major funds: 20 of 54 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AMWL?

Mostly new holders — 30% entered in last year: Only 5 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy American Well Corp (AMWL) following the 2026 Q1 hedge fund 13F filings?

As of today, AMWL has moved +15.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AMWL has gained +65.2% vs nan% for XLV. 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.

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