We are live on ! Find out more
VATE icon

INNOVATE Corp

33 hedge funds and large institutions have $20.3M invested in INNOVATE Corp in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

73% more capital invested

Capital invested by funds: $11.8M → $20.3M (+$8.54M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more funds holding

Funds holding: 3033 (+3)

1.84% more ownership

Funds ownership: 17.96%19.8% (+1.8%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$7K
TRCT
27
Tower Research Capital (TRC)
New York
$5.5K +$4.84K +534 +316%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.44K -$172 -19 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.18K +$462 +51 +51%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$728 -$145 -16 -15%
DWM
31
Darwin Wealth Management
Florida
$9
Barclays
32
Barclays
United Kingdom
$8
GJL
33
Gendell Jeffrey L
-$1.55M -313,783 Closed
Millennium Management
34
Millennium Management
New York
-$303K -61,338 Closed
CF
35
Cantor Fitzgerald
New York
-$246K -49,247 Closed
AC
36
Aristeia Capital
Connecticut
-$67.4K -13,652 Closed
Fidelity Investments
37
Fidelity Investments
Massachusetts
-$296 -60 Closed

VATE Hedge Fund Activity: Q1 2025 in Review

33 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q1 2025, worth a combined $20.3M — up 73% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VATE positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Whitefort Capital Management, adding an estimated $3.83M. The largest seller was Gendell Jeffrey L, exiting entirely with an estimated $1.55M sold.

  • 33 institutional investors held INNOVATE Corp (VATE) as of Q1 2025, up from 30 in Q4 2024.
  • Funds reported $20.3M of INNOVATE Corp stock for Q1 2025, up 73% quarter-over-quarter.
  • 8 funds opened new INNOVATE Corp positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest INNOVATE Corp buyer in Q1 2025 was Whitefort Capital Management, an estimated $3.83M added.
  • The largest INNOVATE Corp seller in Q1 2025 was Gendell Jeffrey L, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2025.