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INVX

Innovex International

208 hedge funds and large institutions have $1.24B invested in Innovex International in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $945M → $1.24B (+$293M)

19% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 63

10.73% more ownership

Funds ownership: 62.82%73.55% (+11%)

10% more funds holding

Funds holding: 189208 (+19)

74% less call options, than puts

Call options by funds: $24K | Put options by funds: $93K

Holders
208
Holders Change
+19
Holders Change %
+10.05%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
75
Reduced
63
Closed
16
Calls
$24K
Puts
$93K
Net Calls
-$69K
Net Calls Change
-$314K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$9.68K -$2.26K -90 -18%
QCG
177
Quadrant Capital Group
Ohio
$8.05K
PA
178
Parallel Advisors
California
$7.27K +$502 +20 +7%
UB
179
UMB Bank
Missouri
$5.68K +$176 +7 +3%
LFG
180
Larson Financial Group
Missouri
$4.73K +$678 +27 +16%
AF
181
Allworth Financial
California
$4.1K +$377 +15 +10%
KFAS
182
Keating Financial Advisory Services
Kansas
$3.12K +$3.21K +128 New
EP
183
Essential Partners
California
$2.93K
Simplex Trading
184
Simplex Trading
Illinois
$2.8K -$7.56K -301 -72%
WSFS
185
Wilmington Savings Fund Society
Delaware
$2.49K
SL
186
Salomon & Ludwin
Virginia
$2.47K
Osaic Holdings
187
Osaic Holdings
Arizona
$2.37K +$2.16K +86 +782%
RIL
188
Rothschild Investment LLC
Illinois
$2.27K +$50 +2 +2%
S
189
SignatureFD
Georgia
$1.63K
QL
190
Quarry LP
New York
$1.61K -$2.61K -104 -61%
ACM
191
Aster Capital Management
United Arab Emirates
$1.56K -$61.2K -2,436 -97%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1.22K
PWA
193
Physician Wealth Advisors
Utah
$1.06K
CPG
194
Cornerstone Planning Group
New Jersey
$961
RFP
195
Root Financial Partners
California
$902 +$929 +37 New
TPWA
196
Twin Peaks Wealth Advisors
California
$854 +$879 +35 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$659 +$678 +27 New
IA
198
IFP Advisors
Florida
$634
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$561
AssetMark Inc
200
AssetMark Inc
California
$537 +$201 +8 +57%

INVX Hedge Fund Activity: Q1 2026 in Review

208 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q1 2026, worth a combined $1.24B — up 31% from $945M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new INVX positions and 16 closed out — a net gain of 25 holders — while 75 added to existing stakes and 63 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40M. The largest seller was Brandes Investment Partners, cutting an estimated $26.9M.

  • 208 institutional investors held Innovex International (INVX) as of Q1 2026, up from 189 in Q4 2025.
  • Funds reported $1.24B of Innovex International stock for Q1 2026, up 31% quarter-over-quarter.
  • 41 funds opened new Innovex International positions in Q1 2026 and 16 closed out, a net change of +25 holders.
  • The largest Innovex International buyer in Q1 2026 was Wellington Management Group, an estimated $40M added.
  • The largest Innovex International seller in Q1 2026 was Brandes Investment Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2026.