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InnovAge Holding

103 hedge funds and large institutions have $128M invested in InnovAge Holding in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

60% more capital invested

Capital invested by funds: $79.9M → $128M (+$48.1M)

32% more funds holding

Funds holding: 78103 (+25)

0.45% more ownership

Funds ownership: 11.35%11.8% (+0.45%)

Holders
103
Holders Change
+25
Holders Change %
+32.05%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
37
Reduced
20
Closed
9
Calls
$99K
Puts
Net Calls
+$99K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$21.6K +$5.36K +718 +36%
TRCT
77
Tower Research Capital (TRC)
New York
$20.2K +$4.18K +560 +29%
Citigroup
78
Citigroup
New York
$15.7K +$11.1K +1,491 +319%
Legal & General Group
79
Legal & General Group
United Kingdom
$13.1K -$1.26K -169 -9%
CAM
80
Costello Asset Management
Pennsylvania
$12.4K +$11.6K +1,550 New
AIP
81
Ameritas Investment Partners
Nebraska
$11.5K
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$8.78K -$1.13K -151 -12%
SCM
83
Sterling Capital Management
North Carolina
$3.71K -$3.33K -446 -49%
Simplex Trading
84
Simplex Trading
Illinois
$3.7K +$2.36K +316 +218%
Osaic Holdings
85
Osaic Holdings
Arizona
$1.84K
Optiver Holding
86
Optiver Holding
Netherlands
$1.54K -$119 -16 -8%
GI
87
GAMMA Investing
California
$1.21K +$179 +24 +19%
EP
88
Essential Partners
California
$1.15K +$7 +1 +0.7%
EWA
89
EverSource Wealth Advisors
Alabama
$825 +$134 +18 +21%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$593
AF
91
Allworth Financial
California
$562 +$441 +59 +536%
AAP
92
Arax Advisory Partners
Colorado
$273 +$254 +34 New
RIL
93
Rothschild Investment LLC
Illinois
$265 +$246 +33 New
BWA
94
Basecamp Wealth Advisors
Washington
$201 +$187 +25 New
US Bancorp
95
US Bancorp
Minnesota
$176 +$164 +22 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$160 -$224 -30 -60%
RFP
97
Root Financial Partners
California
$88 +$82 +11 New
FFA
98
Farther Finance Advisors
California
$80 +$15 +2 +25%
TWD
99
True Wealth Design
Ohio
$49
IA
100
IFP Advisors
Florida
$32 -$15 -2 -33%

INNV Hedge Fund Activity: Q1 2026 in Review

103 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q1 2026, worth a combined $128M — up 60% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INNV positions and 9 closed out — a net gain of 26 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.96M. The largest seller was Coliseum Capital Management, cutting an estimated $13.9M.

  • 103 institutional investors held InnovAge Holding (INNV) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $128M of InnovAge Holding stock for Q1 2026, up 60% quarter-over-quarter.
  • 35 funds opened new InnovAge Holding positions in Q1 2026 and 9 closed out, a net change of +26 holders.
  • The largest InnovAge Holding buyer in Q1 2026 was Hillsdale Investment Management, an estimated $3.96M added.
  • The largest InnovAge Holding seller in Q1 2026 was Coliseum Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2026.