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INNOVATE Corp

31 hedge funds and large institutions have $13.5M invested in INNOVATE Corp in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.08% less ownership

Funds ownership: 19.8%19.73% (-0.08%)

6% less funds holding

Funds holding: 3331 (-2)

34% less capital invested

Capital invested by funds: $20.3M → $13.5M (-$6.82M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
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
$3.83M
JFG
2
Jefferies Financial Group
New York
$3.61M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.03M -$35.4K -5,913 -1%
PGCM
4
Prescott Group Capital Management
Oklahoma
$700K +$497K +83,077 +157%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$682K +$820 +137 +0.1%
BlackRock
6
BlackRock
New York
$461K +$85K +14,201 +19%
UBS Group
7
UBS Group
Switzerland
$317K +$197K +32,908 +115%
AIP
8
ARS Investment Partners
New York
$284K -$179K -29,963 -35%
State Street
9
State Street
Massachusetts
$246K
Tudor Investment Corp
10
Tudor Investment Corp
Connecticut
$169K
Morgan Stanley
11
Morgan Stanley
New York
$158K +$52.9K +8,831 +40%
Northern Trust
12
Northern Trust
Illinois
$137K
BCM
13
Bridgeway Capital Management
Texas
$129K
Citadel Advisors
14
Citadel Advisors
Florida
$121K +$141K +23,531 New
GCP
15
GSA Capital Partners
United Kingdom
$116K +$51.7K +8,629 +62%
GF
16
Gabelli Funds
New York
$97.8K +$2.99K +500 +3%
MCA
17
MSH Capital Advisors
Arizona
$87.3K
Bank of America
18
Bank of America
North Carolina
$86.1K +$455 +76 +0.5%
SWA
19
Stratos Wealth Advisors
Ohio
$79.8K
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$57.7K -$29.8K -4,979 -31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57K +$66.5K +11,100 New
SS
22
SBI Securities
Japan
$30.9K +$48 +8 +0.1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5K
TRCT
24
Tower Research Capital (TRC)
New York
$1.35K -$2.64K -441 -63%
JP Morgan Chase
25
JP Morgan Chase
New York
$948

VATE Hedge Fund Activity: Q2 2025 in Review

31 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q2 2025, worth a combined $13.5M — down 34% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VATE and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Prescott Group Capital Management, adding an estimated $497K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $477K sold.

  • 31 institutional investors held INNOVATE Corp (VATE) as of Q2 2025, down from 33 in Q1 2025.
  • Funds reported $13.5M of INNOVATE Corp stock for Q2 2025, down 34% quarter-over-quarter.
  • 3 funds opened new INNOVATE Corp positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest INNOVATE Corp buyer in Q2 2025 was Prescott Group Capital Management, an estimated $497K added.
  • The largest INNOVATE Corp seller in Q2 2025 was Susquehanna International Group, an estimated $477K sold.

Based on aggregated 13F filings for Q2 2025.