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INVX

Innovex International

175 hedge funds and large institutions have $709M invested in Innovex International in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $639K | Put options by funds: $324K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

33% more capital invested

Capital invested by funds: $532M → $709M (+$177M)

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

4% more funds holding

Funds holding: 168175 (+7)

0.39% more ownership

Funds ownership: 56.58%56.97% (+0.39%)

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
69
Reduced
52
Closed
21
Calls
$639K
Puts
$324K
Net Calls
+$315K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
151
High Note Wealth
Minnesota
$4.94K +$4.67K +275 New
Osaic Holdings
152
Osaic Holdings
Arizona
$4.49K -$9.22K -543 -68%
Bessemer Group
153
Bessemer Group
New Jersey
$4K +$4.23K +249 New
AF
154
Allworth Financial
California
$3.54K +$2.04K +120 +118%
S
155
SignatureFD
Georgia
$3.45K +$3.26K +192 New
WBC
156
West Branch Capital
Massachusetts
$3.05K
EWA
157
EverSource Wealth Advisors
Alabama
$2.84K +$442 +26 +20%
RIL
158
Rothschild Investment LLC
Illinois
$1.53K +$764 +45 +113%
AAP
159
Arax Advisory Partners
Colorado
$1.35K +$1.27K +75 New
UB
160
UMB Bank
Missouri
$1.35K +$1.27K +75 New
CIAM
161
Caitong International Asset Management
Hong Kong
$1.29K -$306 -18 -20%
QL
162
Quarry LP
New York
$1.13K +$1.07K +63 New
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$916 +$187 +11 +28%
SS
164
SBI Securities
Japan
$790 +$34 +2 +5%
HNB
165
Huntington National Bank
Ohio
$611
CPG
166
Cornerstone Planning Group
New Jersey
$554
PFBT
167
Parkside Financial Bank & Trust
Missouri
$539
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$413
IA
169
IFP Advisors
Florida
$198
LFG
170
Larson Financial Group
Missouri
$90 -$2.94K -173 -97%
HT
171
Headlands Technologies
Illinois
$54 -$6.18K -364 -99%
TWD
172
True Wealth Design
Ohio
$36 +$34 +2 New
SBH
173
Segall Bryant & Hamill
Illinois
-$4M -286,278 Closed
GCM
174
GeoSphere Capital Management
Florida
-$2.79M -200,000 Closed
LIP
175
Lighthouse Investment Partners
Florida
-$2.72M -195,000 Closed

INVX Hedge Fund Activity: Q1 2025 in Review

175 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q1 2025, worth a combined $709M — up 33% from $532M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INVX positions and 21 closed out — a net gain of 8 holders — while 69 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $4M sold.

  • 175 institutional investors held Innovex International (INVX) as of Q1 2025, up from 168 in Q4 2024.
  • Funds reported $709M of Innovex International stock for Q1 2025, up 33% quarter-over-quarter.
  • 29 funds opened new Innovex International positions in Q1 2025 and 21 closed out, a net change of +8 holders.
  • The largest Innovex International buyer in Q1 2025 was Wellington Management Group, an estimated $15.3M added.
  • The largest Innovex International seller in Q1 2025 was Segall Bryant & Hamill, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2025.