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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
WCM
1
Whitefort Capital Management
New York
$5.82M +$3.83M +422,869 +132%
JFG
2
Jefferies Financial Group
New York
$5.49M
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.14M +$19.6K +2,156 +0.5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.04M +$77K +8,492 +7%
BlackRock
5
BlackRock
New York
$589K -$11.6K -1,274 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$477K +$552K +60,898 New
AIP
7
ARS Investment Partners
New York
$421K
PGCM
8
Prescott Group Capital Management
Oklahoma
$413K +$479K +52,808 New
State Street
9
State Street
Massachusetts
$374K +$250K +27,517 +136%
FIA
10
FNY Investment Advisers
New York
$259K -$272K -30,023 -48%
Tudor Investment Corp
11
Tudor Investment Corp
Connecticut
$257K
OAC
12
OMERS Administration Corp
Ontario, Canada
$253K +$293K +32,300 New
UBS Group
13
UBS Group
Switzerland
$225K +$217K +23,925 +497%
Northern Trust
14
Northern Trust
Illinois
$209K +$63.9K +7,049 +36%
BCM
15
Bridgeway Capital Management
Texas
$196K -$181K -20,000 -44%
Morgan Stanley
16
Morgan Stanley
New York
$171K +$187K +20,656 +1,682%
CHAM
17
Clear Harbor Asset Management
Connecticut
$148K +$171K +18,850 New
GF
18
Gabelli Funds
New York
$145K -$9.07K -1,000 -5%
MCA
19
MSH Capital Advisors
Arizona
$133K +$18.9K +2,088 +14%
Bank of America
20
Bank of America
North Carolina
$130K +$146K +16,088 +2,863%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$127K +$147K +16,178 New
SWA
22
Stratos Wealth Advisors
Ohio
$121K
GCP
23
GSA Capital Partners
United Kingdom
$109K +$126K +13,943 New
SS
24
SBI Securities
Japan
$47K +$54.4K +6,000 New
SOW
25
State of Wyoming
Wyoming
$16.2K +$18.8K +2,068 New

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.