INVO Fertility Inc
4 hedge funds and large institutions have $111K invested in INVO Fertility Inc in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.09% less ownership
Funds ownership: 0.14% → 0.05% (-0.09%)
51% less capital invested
Capital invested by funds: $228K → $111K (-$117K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$24.4K |
| 2 |
SS
SBI Securities
Tokyo,
Japan
|
+$12.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$22.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
CWC Advisors
Lake Oswego,
Oregon
| $88K | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $14K | +$24.4K | +117 | +731% |
|
|
SS
3
SBI Securities
Tokyo,
Japan
| $6.08K | +$12.1K | +58 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $2.96K | +$4.59K | +22 | +367% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $35 | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $9 | – | – | – |
|
|
WAM
7
Warberg Asset Management
Winnetka,
Illinois
| – | -$22.6K | -94 | Closed |
|
IVF Hedge Fund Activity: Q2 2025 in Review
4 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in INVO Fertility Inc (IVF) for Q2 2025, worth a combined $111K — down 51% from $228K a quarter earlier.
Fund positioning in IVF was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, adding an estimated $24.4K. The largest seller was Warberg Asset Management, exiting entirely with an estimated $22.6K sold.
- 4 institutional investors held INVO Fertility Inc (IVF) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $111K of INVO Fertility Inc stock for Q2 2025, down 51% quarter-over-quarter.
- 1 fund opened new INVO Fertility Inc positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest INVO Fertility Inc buyer in Q2 2025 was UBS Group, an estimated $24.4K added.
- The largest INVO Fertility Inc seller in Q2 2025 was Warberg Asset Management, an estimated $22.6K sold.
Based on aggregated 13F filings for Q2 2025.