Vault-13

AMERICAN WELL CORP AMWL

COM CL A NEW · Common Stock · CUSIP 03044L204 · ISIN US03044L2043

59 institutional holders -1 vs Q2 2025
5,889,2565.9m shares reported held*
$36.2mreported value*
9 new 20 added 20 reduced 8 sold out net bought ≈ $246.2k (+40.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.15. Options: 4 managers hold calls ($249.4k notional), 1 hold puts ($2.5k).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q4 23: 1Q1 24: 1Q2 24: 9Q3 24: 65Q4 24: 68Q1 25: 65Q2 25: 60Q3 25: 5959Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 20231
Q1 20241
Q2 20249
Q3 202465
Q4 202468
Q1 202565
Q2 202560
Q3 202559

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 0 bought or addedQ1 24: 0 cut or sold outQ1 24Q2 24: 8 bought or addedQ2 24: 0 cut or sold outQ3 24: 59 bought or addedQ3 24: 5 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 31 cut or sold outQ1 25: 31 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 29 cut or sold outQ3 25: 29 bought or addedQ3 25: 28 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 202400
Q2 202480
Q3 2024595
Q4 20242331
Q1 20253128
Q2 20252629
Q3 20252928

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ4 24 calls: $230.6kQ4 24 puts: $285.2kQ4 24P/C 1.24Q1 25 calls: $530.3kQ1 25 puts: $10.2kQ1 25P/C 0.02Q2 25 calls: $358.3kQ2 25 puts: $2.7kQ2 25P/C 0.01Q3 25 calls: $249.4kQ3 25 puts: $2.5kQ3 25P/C 0.01
Numbers
QuarterCallsPutsP/C
Q4 2024$230.6k$285.2k1.24
Q1 2025$530.3k$10.2k0.02
Q2 2025$358.3k$2.7k0.01
Q3 2025$249.4k$2.5k0.01

Biggest buyers

Rock Point Advisors, LLC Added +85,581+85.6k
ACADIAN ASSET MANAGEMENT LLC Added +59,112+59.1k
BlackRock, Inc. Added +32,044+32.0k
GSA CAPITAL PARTNERS LLP New +28,050+28.1k
DIMENSIONAL FUND ADVISORS LP Added +25,798+25.8k
RENAISSANCE TECHNOLOGIES LLC Added +25,100+25.1k
Squarepoint Ops LLC Added +25,054+25.1k
MARSHALL WACE, LLP Added +24,016+24.0k
GOLDMAN SACHS GROUP INC Added +21,497+21.5k
HSBC HOLDINGS PLC New +16,249+16.2k

Biggest sellers

Caledonia (Private) Investments Pty Ltd Reduced -168,758-168.8k
MILLENNIUM MANAGEMENT LLC Reduced -67,715-67.7k
Senvest Management, LLC Reduced -42,322-42.3k
CITADEL ADVISORS LLC Sold out -32,461-32.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -18,752-18.8k
Chancellor Financial Group WB LP Sold out -11,105-11.1k
WELLS FARGO & COMPANY/MN Reduced -10,006-10.0k
UBS Group AG Reduced -6,500-6.5k
Invesco Ltd. Reduced -5,626-5.6k
Headlands Technologies LLC Sold out -4,417-4.4k

Biggest calls

CITADEL ADVISORS LLC New $171.0k27.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $64.6k10.5k shares
SIMPLEX TRADING, LLC Added $12.0k2.0k shares
GROUP ONE TRADING LLC Reduced $1.8k300 shares

Biggest puts

GROUP ONE TRADING LLC Added $2.5k400 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Senvest Management, LLC 13G · passive investor +1.2 pts · filed 2026-08-13 8.8% +1.2 pts 1.3m≈ $12.1m 2026-08-13
MORGAN STANLEY 13G · institution filed 2026-05-11 7.8% 1.2m≈ $10.5m 2026-05-11
Schoenberg Ido 13G · exempt (held before listing) -0.4 pts · filed 2026-02-13 5.7% -0.4 pts 892.5k≈ $8.1m 2026-02-13
Funicular Funds, LP 13G · passive investor new · filed 2026-01-26 5.5% new 810.6k≈ $7.4m 2026-01-26

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 23: 0 buyingQ4 23: 6 sellingQ1 24: 0 buyingQ1 24: 6 sellingQ1 24Q2 24: 0 buyingQ2 24: 7 sellingQ3 24: 0 buyingQ3 24: 6 sellingQ3 24Q4 24: 0 buyingQ4 24: 7 sellingQ1 25: 0 buyingQ1 25: 3 sellingQ1 25Q2 25: 0 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 4 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—6$105.6k$5.8k
Q1 20240—6$1.9m—
Q2 20240—7$195.2k—
Q3 20240—6$197.9k—
Q4 20240—7$607.9k—
Q1 20250—3$58.0k—
Q2 20250—2$43.0k—
Q3 20250—4$344.8k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-09-15 Jackson Deborah C Director Sold 4,531 $6.56 $29.7k4.5k shares -10%
2025-09-03 Zamansky Dmitry Chief Product & Tech. Officer Sold 25,605 $6.77 $173.3k25.6k shares -12%
2025-09-02 Gotlib Phyllis President, International Sold 4,781 $6.78 $32.4k4.8k shares -4%
2025-09-02 Jackson Deborah C Director Sold 4,531 $6.79 $30.8k4.5k shares -9%
2025-09-02 McNeice Paul Francis Chief Accounting Officer Sold 113 $6.78 $766113 shares -3%
2025-08-19 Jackson Deborah C Director Sold 4,531 $7.10 $32.2k4.5k shares -9%
2025-07-01 Gotlib Phyllis President, International Sold 4,958 $8.63 $42.8k5.0k shares -4%
2025-07-01 McNeice Paul Francis Chief Accounting Officer Sold 331 $8.63 $2.9k331 shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Senvest Management, LLC 0.25% of their portfolio New York, NY 1,270,5301.3m $7.8m $7.8m 0.25% Reduced -42.3k -42,322
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,236,5161.2m $7.6m $7.6m 0.00% Reduced -390 -390
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 650,102650.1k $4.0m $4.0m 0.00% Added +15.8k +15,797
4 Caledonia (Private) Investments Pty Ltd 0.06% of their portfolio Sydney Nsw, C3 640,000640.0k $3.9m $3.9m 0.06% Reduced -168.8k -168,758
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 276,740276.7k $1.7m $1.7m 0.00% Added +32.0k +32,044
6 Rock Point Advisors, LLC 0.42% of their portfolio BURLINGTON, VT 259,171259.2k $1.6m $1.6m 0.42% Added +85.6k +85,581
7 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 249,698249.7k $1.5m $1.5m 0.00% Added +59.1k +59,112
8 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 200,523200.5k $1.2m $1.2m 0.00% Added +25.1k +25,100
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 149,292149.3k $918.4k $918.4k 0.00% Added +1.7k +1,737
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 97,38297.4k $598.9k $598.9k 0.00% Added +25.8k +25,798
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 77,98978.0k $479.6k $479.6k 0.01% Reduced -18.8k -18,752
12 TAKEDA PHARMACEUTICAL CO LTD 2.92% of their portfolio Tokyo, M0 77,73377.7k $478.1k $478.1k 2.92% Unchanged
13 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 65,92665.9k $405.4k $405.4k 0.00% Added +25.1k +25,054
14 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 49,42949.4k $304.0k $304.0k 0.00% Added +24.0k +24,016
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 48,49948.5k $298.3k $298.3k 0.00% Unchanged
16 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 46,32946.3k $284.9k $284.9k 0.00% Added +8.6k +8,553
17 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 44,89344.9k $276.1k $276.1k 0.00% Reduced -67.7k -67,715
18 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 43,06043.1k $264.8k $264.8k 0.00% Added +7.8k +7,815
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 41,26541.3k $253.8k $253.8k 0.00% Added +21.5k +21,497
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,40838.4k $236.2k $236.2k 0.00% Reduced -2.5k -2,489
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,47537.5k $230.5k $230.5k 0.00% Added +8 +8
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,76832.8k $201.5k $201.5k 0.00% Added +2.1k +2,141
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 28,87328.9k $177.6k $177.6k 0.00% Reduced -27 -27
24 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 28,05028.1k $173.0k $173.0k 0.01% New
25 Corton Capital Inc. 0.36% of their portfolio Carrying Place, A6 23,98024.0k $147.5k $147.5k 0.36% Reduced -3.4k -3,422
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,65116.7k $102.4k $102.4k 0.00% Reduced -10.0k -10,006
27 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 16,24916.2k $99.1k $99.1k 0.00% New
28 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 15,62715.6k $96.1k $96.1k 0.00% Added +5.6k +5,623
29 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,49815.5k $96.0k $96.0k 0.00% Unchanged
30 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,42614.4k $88.7k $88.7k 0.00% Reduced -5.6k -5,626
31 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,34214.3k $88.2k $88.2k 0.00% Added +10.0k +9,994
32 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 14,00514.0k $86.1k $86.1k 0.01% New
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,66413.7k $84.0k $84.0k 0.00% Reduced -1.1k -1,056
34 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,03211.0k $67.8k $67.8k 0.00% Added +562 +562
35 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 10,70210.7k $65.8k $65.8k 0.00% Reduced -617 -617
36 SAPIENT CAPITAL LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,00010.0k $62.2k $62.2k 0.00% Unchanged
37 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 10,00010.0k $61.5k $61.5k 0.00% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,4484.4k $27.4k $27.4k 0.00% Reduced -6.5k -6,500
39 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 1,8461.8k $11.0k $11.0k 0.00% Added +998 +998
40 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,5791.6k $9.7k $9.7k 0.00% Unchanged
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,1271.1k $6.9k $6.9k 0.00% Added +658 +658
42 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 916916 $5.6k $5.6k 0.00% Added +87 +87
43 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 717717 $4.4k $4.4k 0.00% Unchanged
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 498498 $3.1k $3.1k 0.00% Unchanged
45 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 322322 $2.0k $2.0k 0.00% Reduced -87 -87
46 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 250250 $1.5k $1.5k 0.00% Reduced -1.6k -1,626
47 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 214214 $1.3k $1.3k 0.00% Unchanged
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 136136 $886 $886 0.00% Reduced -49 -49
49 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 6161 $375 $375 0.00% Reduced -13 -13
50 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 6060 $369 $369 0.00% New
51 FMR LLC 0.00% of their portfolio BOSTON, MA 5959 $363 $363 0.00% Reduced -572 -572
52 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5353 $325 $325 0.00% Unchanged
53 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5353 $326 $326 0.00% New
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3535 $0 $0 0.00% Reduced -1.6k -1,621
55 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 2424 $148 $148 0.00% New
56 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1515 $92 $92 0.00% Reduced -1 -1
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1010 $62 $62 0.00% New
58 Bernard Wealth Management Corp. 0.00% of their portfolio ROYAL OAK, MI 55 $31 $31 0.00% Unchanged
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $6 $6 0.00% New