INVO Fertility Inc
4 hedge funds and large institutions have $228K invested in INVO Fertility Inc in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
38% more capital invested
Capital invested by funds: $165K → $228K (+$62.8K)
0.14% more ownership
Funds ownership: 0% → 0.14% (+0.14%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CWC Advisors
Lake Oswego,
Oregon
|
+$451K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$55.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.32K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.8K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$28.3K |
| 3 |
SS
SBI Securities
Tokyo,
Japan
|
-$4 |
| 4 |
GG
Gleason Group
Prospect,
Kentucky
|
-$2 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
CWC Advisors
Lake Oswego,
Oregon
| $200K | +$451K | +764 | +1,091% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $22.6K | +$55.5K | +94 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.96K | +$5.32K | +9 | +129% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.48K | +$1.77K | +3 | +100% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $82 | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $8 | – | – | – |
|
|
7
Vanguard Group
Malvern,
Pennsylvania
| – | -$43.8K | -38 | Closed |
|
|
8
Geode Capital Management
Boston,
Massachusetts
| – | -$28.3K | -24 | Closed |
|
|
GG
9
Gleason Group
Prospect,
Kentucky
| – | -$2 | – | – |
|
|
SS
10
SBI Securities
Tokyo,
Japan
| – | -$4 | – | – |
|
IVF Hedge Fund Activity: Q1 2025 in Review
4 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in INVO Fertility Inc (IVF) for Q1 2025, worth a combined $228K — up 38% from $165K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IVF and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was CWC Advisors, adding an estimated $451K. The largest seller was Vanguard Group, exiting entirely with an estimated $43.8K sold.
- 4 institutional investors held INVO Fertility Inc (IVF) as of Q1 2025, down from 5 in Q4 2024.
- Funds reported $228K of INVO Fertility Inc stock for Q1 2025, up 38% quarter-over-quarter.
- 1 fund opened new INVO Fertility Inc positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest INVO Fertility Inc buyer in Q1 2025 was CWC Advisors, an estimated $451K added.
- The largest INVO Fertility Inc seller in Q1 2025 was Vanguard Group, an estimated $43.8K sold.
Based on aggregated 13F filings for Q1 2025.