VCX

Fundrise Innovation Fund
VCX

24 hedge funds and large institutions have $33.8M invested in Fundrise Innovation Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$39.7M
2
+$4.51M
3
+$2.62M
4
WAM
Weiss Asset Management
Massachusetts
+$1.72M
5
KPWS
Kestra Private Wealth Services
Texas
+$636K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
CloudAlpha Capital Management
Hong Kong
$26.6M
GSIAS
2
Garden State Investment Advisory Services
New Jersey
$3.03M
MAWA
3
Moss Adams Wealth Advisors
Washington
$1.76M
WAM
4
Weiss Asset Management
Massachusetts
$1.16M
KPWS
5
Kestra Private Wealth Services
Texas
$426K
SRL
6
Scientech Research LLC
New Jersey
$409K
MG
7
Marex Group
$205K
UBS Group
8
UBS Group
Switzerland
$68.9K
FIA
9
FNY Investment Advisers
New York
$43K
MCM
10
MAI Capital Management
Ohio
$39.3K
Osaic Holdings
11
Osaic Holdings
Arizona
$35.2K
ASN
12
Advisory Services Network
Georgia
$14.9K
Morgan Stanley
13
Morgan Stanley
New York
$13.1K
CA
14
Crewe Advisors
Utah
$13.1K
GCM
15
Gables Capital Management
Florida
$6.55K
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$4.38K
RF
17
Rossby Financial
Florida
$1.73K
WSFG
18
Wall Street Financial Group
Illinois
$393
HCM
19
Hollencrest Capital Management
California
$393
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$262
SS
21
Sunbelt Securities
Texas
$262
SL
22
Salomon & Ludwin
Virginia
$226
BHWM
23
Beaird Harris Wealth Management
Texas
$131
IA
24
IFP Advisors
Florida
$131