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InnovAge Holding
INNV

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: 57 → 63 (+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
–

Top Buyers

Rank Fund Capital Flow
1
KLP
Kent Lake PR
Puerto Rico
+$690K
2
WW
Winnow Wealth
Texas
+$350K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$296K
4
WCP
Welch Capital Partners
New York
+$290K
5
GCP
GSA Capital Partners
United Kingdom
+$131K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$258K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$169K
3
HF
HRT Financial
New York
-$155K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$113K
5
Jane Street
Jane Street
New York
-$99.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$5.37K -$553 -158 -10%
AIP
52
Ameritas Investment Partners
Nebraska
$5.3K – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$5.09K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.05K +870 +156%
Raymond James Financial
55
Raymond James Financial
Florida
$2.99K +$2.83K +810 New
AB
56
Amalgamated Bank
New York
$2K – – –
SCM
57
Sterling Capital Management
North Carolina
$1.98K +$1.06K +304 +131%
Osaic Holdings
58
Osaic Holdings
Arizona
$185 – – –
EP
59
Essential Partners
California
$173 +$165 +47 New
EWA
60
EverSource Wealth Advisors
Alabama
$140 +$91 +26 +217%
TWD
61
True Wealth Design
Ohio
$74 -$49 -14 -41%
AF
62
Allworth Financial
California
$30 +$28 +8 New
IA
63
IFP Advisors
Florida
$22 -$25 -7 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$18 +$18 +5 New
Squarepoint
65
Squarepoint
New York
– -$65.1K -21,838 Closed
SG Americas Securities
66
SG Americas Securities
New York
– -$40K -13,579 Closed
CF
67
Corebridge Financial
Texas
– -$27.8K -9,325 Closed
HFS
68
Hughes Financial Services
Virginia
– -$426 -143 Closed
1 2
3

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.