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InnovAge Holding

63 hedge funds and large institutions have $60.7M invested in InnovAge Holding in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

26% more capital invested

Capital invested by funds: $48.3M → $60.7M (+$12.4M)

11% more funds holding

Funds holding: 5763 (+6)

0.19% more ownership

Funds ownership: 11.99%12.18% (+0.19%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$107K -$266 -76 -0.3%
Morgan Stanley
27
Morgan Stanley
New York
$106K -$5.96K -1,704 -6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$102K -$50.3K -14,370 -34%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$86.1K -$113K -32,368 -58%
Goldman Sachs
30
Goldman Sachs
New York
$77.6K -$258K -73,805 -78%
HF
31
HRT Financial
New York
$77K -$155K -44,299 -68%
Jane Street
32
Jane Street
New York
$67.6K -$99.8K -28,504 -61%
AQR Capital Management
33
AQR Capital Management
Connecticut
$64.2K +$60.9K +17,400 New
Bank of America
34
Bank of America
North Carolina
$57.3K +$4.29K +1,227 +9%
JP Morgan Chase
35
JP Morgan Chase
New York
$46.8K -$57.9K -16,530 -57%
Wells Fargo
36
Wells Fargo
California
$44.3K +$4.59K +1,310 +12%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$41.4K -$1.64K -468 -4%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$41K +$38.2K +10,922 New
Deutsche Bank
39
Deutsche Bank
Germany
$40.9K
IIM
40
INTECH Investment Management
Florida
$37.5K -$18.8K -5,360 -35%
PFSRSONJ
41
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.4K +$30.7K +8,782 New
TRCT
42
Tower Research Capital (TRC)
New York
$31.7K +$17K +4,843 +129%
UBS Group
43
UBS Group
Switzerland
$30.3K +$1.06K +303 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$29.8K
Citigroup
45
Citigroup
New York
$25.6K -$22.3K -6,367 -48%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$9K +$4.1K +1,170 +92%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$8.49K -$169K -48,241 -95%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$7.58K +$6.33K +1,808 +735%
Legal & General Group
49
Legal & General Group
United Kingdom
$6.62K -$1.76K -504 -22%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$6.13K +$5.37K +1,534 +1,208%

INNV Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q2 2025, worth a combined $60.7M — up 26% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new INNV positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Kent Lake PR, adding an estimated $690K. The largest seller was Goldman Sachs, cutting an estimated $258K.

  • 63 institutional investors held InnovAge Holding (INNV) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $60.7M of InnovAge Holding stock for Q2 2025, up 26% quarter-over-quarter.
  • 11 funds opened new InnovAge Holding positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest InnovAge Holding buyer in Q2 2025 was Kent Lake PR, an estimated $690K added.
  • The largest InnovAge Holding seller in Q2 2025 was Goldman Sachs, an estimated $258K sold.

Based on aggregated 13F filings for Q2 2025.