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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
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$28.8M +$1.34M +331,970 +6%
CCM
2
Coliseum Capital Management
Connecticut
$20M -$118K -29,271 -0.7%
KLP
3
Kent Lake PR
Puerto Rico
$8.98M +$172K +42,649 +3%
BlackRock
4
BlackRock
New York
$6.6M +$141K +34,958 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.8M +$17.1K +4,239 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.86M -$5.66K -1,401 -0.3%
WCP
7
Welch Capital Partners
New York
$2.31M -$7.23K -1,790 -0.4%
State Street
8
State Street
Massachusetts
$1.77M +$3.82K +945 +0.3%
Northern Trust
9
Northern Trust
Illinois
$1.46M -$38.2K -9,448 -3%
Charles Schwab
10
Charles Schwab
California
$886K +$27.9K +6,914 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$779K +$10.5K +2,600 +2%
AAG
12
Accordant Advisory Group
Maryland
$516K
Citadel Advisors
13
Citadel Advisors
Florida
$340K -$123K -30,446 -32%
SO
14
STRS Ohio
Ohio
$323K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$240K -$13.1K -3,243 -7%
N
16
Nuveen
North Carolina
$223K
Goldman Sachs
17
Goldman Sachs
New York
$221K +$88.3K +21,865 +104%
Jane Street
18
Jane Street
New York
$220K +$98.4K +24,372 +133%
AllianceBernstein
19
AllianceBernstein
Tennessee
$201K +$2.42K +600 +2%
GCP
20
GSA Capital Partners
United Kingdom
$193K +$258 +64 +0.2%
WA
21
Waddell & Associates
Tennessee
$170K +$40 +10 +0%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$154K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$153K +$2.74K +678 +2%
Barclays
24
Barclays
United Kingdom
$147K -$26.9K -6,650 -19%
Millennium Management
25
Millennium Management
New York
$118K -$96K -23,767 -51%

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.