We are live on ! Find out more
INNV icon

InnovAge Holding
INNV

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: 63 → 65 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.34M
2
KLP
Kent Lake PR
Puerto Rico
+$172K
3
BlackRock
BlackRock
New York
+$141K
4
Jane Street
Jane Street
New York
+$98.4K
5
Goldman Sachs
Goldman Sachs
New York
+$88.3K

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$849K
2
WW
Winnow Wealth
Texas
-$369K
3
TCM
Topline Capital Management
California
-$160K
4
Citadel Advisors
Citadel Advisors
Florida
-$123K
5
CCM
Coliseum Capital Management
Connecticut
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$3K – – –
Citigroup
52
Citigroup
New York
$2.54K -$26K -6,448 -93%
AAP
53
Arax Advisory Partners
Colorado
$1.71K +$1.34K +331 New
Optiver Holding
54
Optiver Holding
Netherlands
$1.07K +$840 +208 New
EP
55
Essential Partners
California
$733 +$384 +95 +202%
EWA
56
EverSource Wealth Advisors
Alabama
$418 +$174 +43 +113%
GI
57
GAMMA Investing
California
$284 +$222 +55 New
Osaic Holdings
58
Osaic Holdings
Arizona
$258 – – –
CA
59
Clearstead Advisors
Ohio
$135 +$105 +26 New
AF
60
Allworth Financial
California
$52 +$8 +2 +25%
TWD
61
True Wealth Design
Ohio
$26 -$61 -15 -75%
IA
62
IFP Advisors
Florida
$26 +$20 +5 New
SS
63
Sunbelt Securities
Texas
$10 +$8 +2 New
CI
64
Cambiar Investors
Colorado
– -$849K -229,987 Closed
WW
65
Winnow Wealth
Texas
– -$369K -100,000 Closed
TCM
66
Topline Capital Management
California
– -$160K -43,378 Closed
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
– -$86.1K -23,321 Closed
HF
68
HRT Financial
New York
– -$77K -21,021 Closed
IIM
69
INTECH Investment Management
Florida
– -$37.5K -10,167 Closed
Raymond James Financial
70
Raymond James Financial
Florida
– -$2.99K -810 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
– -$18 -5 Closed
CCM
72
Cloud Capital Management
Washington
– +$52 +13 New
Simplex Trading
73
Simplex Trading
Illinois
– +$190 +47 New
1 2
3

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.