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INV

Innventure Inc

28 hedge funds and large institutions have $33.2M invested in Innventure Inc in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

112% more capital invested

Capital invested by funds: $15.7M → $33.2M (+$17.5M)

8.59% more ownership

Funds ownership: 4.33%12.93% (+8.6%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 2928 (-1)

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
2
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$14.8M +$13.3M +2,778,036 +938%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.07M +$5.03M +1,052,949 +251%
AWC
3
Abundance Wealth Counselors
Pennsylvania
$3.62M +$3.6M +754,311 New
BlackRock
4
BlackRock
New York
$1.64M -$49.4K -10,340 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.5M +$559K +117,162 +60%
Charles Schwab
6
Charles Schwab
California
$897K +$172K +35,965 +24%
FH
7
FWG Holdings
Florida
$711K +$617K +129,321 +900%
BAM
8
Belpointe Asset Management
Nevada
$486K +$484K +101,270 New
State Street
9
State Street
Massachusetts
$358K +$234K +48,940 +190%
CAM
10
Cresset Asset Management
Illinois
$354K +$352K +73,804 New
AWM
11
Angeles Wealth Management
California
$331K +$329K +68,957 New
UBS Group
12
UBS Group
Switzerland
$319K +$305K +63,880 +2,545%
Northern Trust
13
Northern Trust
Illinois
$263K
MCM
14
Moore Capital Management
New York
$240K
DC
15
Diametric Capital
Massachusetts
$156K +$91.9K +19,242 +144%
NW
16
Naviter Wealth
Arkansas
$141K +$141K +29,471 New
HighTower Advisors
17
HighTower Advisors
Illinois
$119K +$118K +24,732 New
NAS
18
Nicolet Advisory Services
Wisconsin
$68.8K +$73.7K +15,437 New
PCM
19
Prelude Capital Management
New York
$61.2K +$60.8K +12,744 New
FCA
20
Fortis Capital Advisors
Kansas
$51.7K +$51.5K +10,780 New
LB
21
Legacy Bridge
Iowa
$35.9K
Morgan Stanley
22
Morgan Stanley
New York
$12.9K -$64.9K -13,589 -83%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K +$7.63K +1,598 New
HNB
24
Huntington National Bank
Ohio
$2.4K
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$1.92K

INV Hedge Fund Activity: Q2 2025 in Review

28 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innventure Inc (INV) for Q2 2025, worth a combined $33.2M — up 112% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of INV and 11 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 9 added.

The largest buyer was PNC Financial Services Group, adding an estimated $13.3M. The largest seller was Millennium Management, exiting entirely with an estimated $1.08M sold.

  • 28 institutional investors held Innventure Inc (INV) as of Q2 2025, down from 29 in Q1 2025.
  • Funds reported $33.2M of Innventure Inc stock for Q2 2025, up 112% quarter-over-quarter.
  • 11 funds opened new Innventure Inc positions in Q2 2025 and 12 closed out, a net change of -1 holder.
  • The largest Innventure Inc buyer in Q2 2025 was PNC Financial Services Group, an estimated $13.3M added.
  • The largest Innventure Inc seller in Q2 2025 was Millennium Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2025.