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INVX

Innovex International

169 hedge funds and large institutions have $646M invested in Innovex International in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,773% more call options, than puts

Call options by funds: $431K | Put options by funds: $15K

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

3.01% more ownership

Funds ownership: 56.97%59.98% (+3%)

4% less funds holding

Funds holding: 176169 (-7)

9% less capital invested

Capital invested by funds: $709M → $646M (-$62.4M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
71
Reduced
50
Closed
30
Calls
$431K
Puts
$15K
Net Calls
+$416K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
151
High Note Wealth
Minnesota
$1.47K -$2.78K -181 -66%
LFG
152
Larson Financial Group
Missouri
$1.22K +$1.12K +73 +1,460%
RIL
153
Rothschild Investment LLC
Illinois
$1.17K -$154 -10 -12%
IA
154
IFP Advisors
Florida
$1.11K -$169 -11 Closed
S
155
SignatureFD
Georgia
$1.05K -$1.92K -125 -65%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$782 +$307 +20 +67%
CIAM
157
Caitong International Asset Management
Hong Kong
$734 -$384 -25 -35%
SS
158
SBI Securities
Japan
$687
PWA
159
Physician Wealth Advisors
Utah
$678 +$661 +43 New
SC
160
Stephens Consulting
Michigan
$657 +$646 +42 New
CPG
161
Cornerstone Planning Group
New Jersey
$598
TPWA
162
Twin Peaks Wealth Advisors
California
$565 +$538 +35 New
FFO
163
Fortitude Family Office
Arizona
$547 +$538 +35 New
HNB
164
Huntington National Bank
Ohio
$531
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$359
RWML
166
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$328
EP
167
Essential Partners
California
$312 +$307 +20 New
CT
168
Clearstead Trust
Maine
$219 +$215 +14 New
Jones Financial Companies
169
Jones Financial Companies
Missouri
$204 +$200 +13 New
GCM
170
Graham Capital Management
Connecticut
-$630K -35,080 Closed
Marshall Wace
171
Marshall Wace
United Kingdom
-$602K -33,518 Closed
NA
172
NewEdge Advisors
Louisiana
-$557K -31,039 Closed
Millennium Management
173
Millennium Management
New York
-$498K -27,717 Closed
Citadel Advisors
174
Citadel Advisors
Florida
-$362K -23,534 Closed
Amundi
175
Amundi
France
-$340K -21,231 Closed

INVX Hedge Fund Activity: Q2 2025 in Review

169 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q2 2025, worth a combined $646M — down 8.8% from $709M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of INVX and 24 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 71 added.

The largest buyer was Wellington Management Group, adding an estimated $8.88M. The largest seller was Madison Avenue Partners, cutting an estimated $9.92M.

  • 169 institutional investors held Innovex International (INVX) as of Q2 2025, down from 176 in Q1 2025.
  • Funds reported $646M of Innovex International stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 24 funds opened new Innovex International positions in Q2 2025 and 30 closed out, a net change of -6 holders.
  • The largest Innovex International buyer in Q2 2025 was Wellington Management Group, an estimated $8.88M added.
  • The largest Innovex International seller in Q2 2025 was Madison Avenue Partners, an estimated $9.92M sold.

Based on aggregated 13F filings for Q2 2025.