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INNOVATE Corp

31 hedge funds and large institutions have $12.4M invested in INNOVATE Corp in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 3131 (0)

0.68% less ownership

Funds ownership: 19.73%19.04% (-0.68%)

8% less capital invested

Capital invested by funds: $13.5M → $12.4M (-$1.08M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
31
Holders Change
Holders Change %
0%
% 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
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Whitefort Capital Management
New York
$3.63M
JFG
2
Jefferies Financial Group
New York
$3.43M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55M -$402K -77,304 -20%
ACA
4
Arena Capital Advisors
California
$626K +$665K +127,934 New
PGCM
5
Prescott Group Capital Management
Oklahoma
$548K -$124K -23,785 -18%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$443K -$217K -41,816 -32%
BlackRock
7
BlackRock
New York
$439K +$2.32K +446 +0.5%
State Street
8
State Street
Massachusetts
$234K
AIP
9
ARS Investment Partners
New York
$226K -$47K -9,041 -16%
Citadel Advisors
10
Citadel Advisors
Florida
$184K +$73.6K +14,163 +60%
Tudor Investment Corp
11
Tudor Investment Corp
Connecticut
$160K
UBS Group
12
UBS Group
Switzerland
$126K -$187K -35,903 -58%
BCM
13
Bridgeway Capital Management
Texas
$122K
Bank of America
14
Bank of America
North Carolina
$92.7K +$11.6K +2,236 +13%
GF
15
Gabelli Funds
New York
$83.1K -$10.4K -2,000 -11%
MCA
16
MSH Capital Advisors
Arizona
$82.9K
Northern Trust
17
Northern Trust
Illinois
$81.8K -$51.7K -9,938 -37%
GCP
18
GSA Capital Partners
United Kingdom
$77K -$35.1K -6,751 -30%
SWA
19
Stratos Wealth Advisors
Ohio
$75.8K
Squarepoint
20
Squarepoint
New York
$57.8K +$61.4K +11,821 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54K
Morgan Stanley
22
Morgan Stanley
New York
$50.9K -$105K -20,296 -66%
SS
23
SBI Securities
Japan
$29.4K
TRCT
24
Tower Research Capital (TRC)
New York
$4.73K +$3.67K +706 +269%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4K

VATE Hedge Fund Activity: Q3 2025 in Review

31 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q3 2025, worth a combined $12.4M — down 8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VATE positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Arena Capital Advisors, opening a new position worth an estimated $665K. The largest seller was Vanguard Group, cutting an estimated $402K.

  • 31 institutional investors held INNOVATE Corp (VATE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $12.4M of INNOVATE Corp stock for Q3 2025, down 8% quarter-over-quarter.
  • 3 funds opened new INNOVATE Corp positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest INNOVATE Corp buyer in Q3 2025 was Arena Capital Advisors, an estimated $665K added.
  • The largest INNOVATE Corp seller in Q3 2025 was Vanguard Group, an estimated $402K sold.

Based on aggregated 13F filings for Q3 2025.