We are live on ! Find out more
INNV icon

InnovAge Holding

65 hedge funds and large institutions have $84.5M invested in InnovAge Holding in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

39% more capital invested

Capital invested by funds: $60.7M → $84.5M (+$23.8M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 6365 (+2)

0.1% less ownership

Funds ownership: 12.18%12.08% (-0.1%)

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
18
Closed
8
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$116K +$20.8K +5,160 +30%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$90K -$41.6K -10,308 -37%
Morgan Stanley
28
Morgan Stanley
New York
$87.2K -$48.2K -11,937 -41%
JP Morgan Chase
29
JP Morgan Chase
New York
$82.5K +$13.3K +3,305 +26%
Bank of America
30
Bank of America
North Carolina
$74.2K -$4.64K -1,148 -7%
Wells Fargo
31
Wells Fargo
California
$73.9K +$9.34K +2,314 +19%
UBS Group
32
UBS Group
Switzerland
$64.4K +$17.3K +4,272 +52%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$60K +$2.33K +577 +5%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$59.3K +$46.4K +11,494 New
Deutsche Bank
35
Deutsche Bank
Germany
$57.3K
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$48.8K -$7.15K -1,771 -16%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$41.6K
SOADOR
38
State of Alaska Department of Revenue
Alaska
$33K +$26.5K +6,555 New
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.7K -$15.4K -3,804 -43%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$19.5K +$5.95K +1,473 +64%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$15.8K +$5.64K +1,396 +84%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$14.8K +$3.28K +813 +40%
TRCT
43
Tower Research Capital (TRC)
New York
$13K -$24.5K -6,078 -71%
Legal & General Group
44
Legal & General Group
United Kingdom
$9.27K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9K -$2.74K -679 -28%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.66K +410 +29%
AIP
47
Ameritas Investment Partners
Nebraska
$7.42K
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$7.19K -$250 -62 -4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$7.12K +$4 +1 +0.1%
SCM
50
Sterling Capital Management
North Carolina
$4.53K +$1.38K +341 +64%

INNV Hedge Fund Activity: Q3 2025 in Review

65 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q3 2025, worth a combined $84.5M — up 39% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new INNV positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.34M. The largest seller was Cambiar Investors, exiting entirely with an estimated $849K sold.

  • 65 institutional investors held InnovAge Holding (INNV) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $84.5M of InnovAge Holding stock for Q3 2025, up 39% quarter-over-quarter.
  • 10 funds opened new InnovAge Holding positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest InnovAge Holding buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $1.34M added.
  • The largest InnovAge Holding seller in Q3 2025 was Cambiar Investors, an estimated $849K sold.

Based on aggregated 13F filings for Q3 2025.