We are live on ! Find out more
INNV icon

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
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.4M -$3.64K -1,041 -0%
CCM
2
Coliseum Capital Management
Connecticut
$14.4M -$33.2K -9,474 -0.2%
KLP
3
Kent Lake PR
Puerto Rico
$6.26M +$690K +197,036 +13%
BlackRock
4
BlackRock
New York
$4.59M -$55.5K -15,851 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.13M +$296K +84,619 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.05M +$56.7K +16,205 +3%
WCP
7
Welch Capital Partners
New York
$1.66M +$290K +82,868 +23%
State Street
8
State Street
Massachusetts
$1.26M -$3.4K -972 -0.3%
Northern Trust
9
Northern Trust
Illinois
$1.08M -$77.2K -22,049 -7%
CI
10
Cambiar Investors
Colorado
$849K -$357 -102 -0%
Charles Schwab
11
Charles Schwab
California
$608K +$1.34K +384 +0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$547K -$46.6K -13,300 -8%
AAG
13
Accordant Advisory Group
Maryland
$369K – – –
WW
14
Winnow Wealth
Texas
$369K +$350K +100,000 New
Citadel Advisors
15
Citadel Advisors
Florida
$355K -$91.3K -26,087 -21%
SO
16
STRS Ohio
Ohio
$231K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$184K +$30.7K +8,782 +21%
Millennium Management
18
Millennium Management
New York
$172K +$71.4K +20,409 +78%
TCM
19
Topline Capital Management
California
$160K -$93.7K -26,765 -38%
N
20
Nuveen
North Carolina
$160K -$35.7K -10,200 -19%
AllianceBernstein
21
AllianceBernstein
Tennessee
$141K +$7K +2,000 +6%
GCP
22
GSA Capital Partners
United Kingdom
$138K +$131K +37,347 New
Barclays
23
Barclays
United Kingdom
$130K +$54.6K +15,608 +80%
WA
24
Waddell & Associates
Tennessee
$122K +$116K +33,014 New
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$110K +$104K +29,750 New
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.