TDOC Teladoc Health, Inc.
Executive Summary
Three major institutional investors (Fidelity, Morgan Stanley, Citadel) added to Teladoc Health positions in Q3 2025, while BofA trimmed. Net institutional accumulation of ~$7.5M, dominated by passive managers, signals modest positive sentiment but lacks catalyst conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +94.8% | $4.5M | $1.9M |
| Morgan Stanley | ADD | +84.1% | $27.8M | $10.8M |
| Citadel | ADD | +33% | $9.4M | $1.4M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | TRIM | -50.8% | $11.7M | -$6.6M |
Actionable Insight
The passive-dominated buying cluster suggests index rebalancing rather than a fundamental catalyst. Monitor for activist or active fund entries. The 100% historical win rate on prior TDOC reports is not actionable here due to low conviction signal.
Key Facts
- 3 institutional buyers added $14.1M in TDOC positions during Q3 2025
- BofA trimmed 50.8% of its position, selling $6.6M
- Net institutional buying of ~$7.5M, ~0.58% of market cap
- All buyer actions are ADD (additions to existing positions), not new stakes
- Majority of activity is from passive/managed index funds
Financial Impact
Net institutional accumulation of approximately $7.5 million, with total buyer positions of $41.7 million and seller reduction of $6.6 million.
Risk Factors
- Passive flows can reverse; BofA's trim may indicate caution
- TDOC remains a small-cap with high short interest potential
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TDOC-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
144
| $7.27 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $7.04 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 2, 2026
10d ago
|
144
| $7.09 $7.31 | ▲ +3.10% | ▲ +2.70% | — |
|
Jun 2, 2026
10d ago
|
144
| $7.09 $7.31 | ▲ +3.10% | ▲ +2.70% | — |
|
Apr 15, 2026
8w ago
|
Press Release
| $5.82 $5.69 | ▼ −2.23% | ▼ −3.45% | — |
|
Apr 7, 2026
9w ago
|
DEFA14A
| $5.27 $5.25 | ▼ −0.38% | ▼ −0.95% | — |
|
Apr 1, 2026
10w ago
|
3
| $5.27 $5.32 | ▲ +0.95% | ▲ +0.47% | — |
|
Mar 30, 2026
10w ago
|
Press Release
| $5.45 $5.28 | ▼ −3.12% | ▼ −3.87% | — |
|
Mar 2, 2026
14w ago
|
Insider Cluster
| $5.16 $5.10 | ▲ +1.16% | ▲ +0.25% | — |
|
Mar 2, 2026
14w ago
|
Insider Cluster
| $5.16 $5.10 | ▲ +1.16% | ▲ +0.25% | — |
US Market Status
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