Innventure Inc (INV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Innventure Inc (INV) following the 2026 Q1 hedge fund 13F filings?

As of today, INV has moved -9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -14.2%. Since the quarter end (March 31, 2026), INV gained +69.6% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Innventure Inc (INV)

105 + Investors. Track Smart Money conviction in INV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — INV

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added INV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

106 hedge funds hold INV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +266% more funds vs a year ago

fund count last 6Q

+77 new funds entered over the past year (+266% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 71% buying

87 buying35 selling

Last quarter: 87 funds were net buyers (48 opened a brand new position + 39 added to an existing one). Only 35 were sellers (10 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 9 → 52 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 71% entered in last year

■ 2% conviction (2yr+) ■ 27% medium ■ 71% new

Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

12 → 11 → 9 → 52 → 48 new funds/Q

New funds entering each quarter: 11 → 9 → 52 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 84% of holders entered in last year

■ 3% veterans ■ 14% 1-2yr ■ 84% new

Of 111 current holders: 93 (84%) entered in the past year, only 3 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

27 of 105 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.8

out of 10

Moderate Exit Risk

Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	105	83	26.51%
13F Shares	27M	17M	53.83%
Total Value	$108M	$72M	50.93%
New Positions	47	52	-5
Increased Positions	39	19	+20
Closed Positions	25	3	+22
Reduced Positions	7	2	+5
Total Calls	3	2	50.0%
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.5	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

105

26.51%

13F Shares

27M

17M

53.83%

Total Value

$108M

$72M

50.93%

New Positions

-5

Increased Positions

+20

Closed Positions

+22

Reduced Positions

Total Calls

50.0%

Total Puts

PUT/CALL Ratio

1.0

1.5

Neutral

Institutional Holders (2026 Q1)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 INV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Crystal Cove Asset Management, LLC	0.87%	185,000	$723K
2	Abundance Wealth Counselors	0.44%	782,891	$3.1M
3	FWG Holdings, LLC	0.25%	143,691	$672K
4	CenterBook Partners LP	0.18%	848,711	$3.3M
5	Redwood Family Wealth LLC	0.18%	46,000	$180K
6	Titleist Asset Management, LLC	0.16%	537,068	$2.1M
7	CastleKnight Management LP	0.07%	1,029,465	$4.0M
8	Sanders Morris Harris LLC	0.06%	100,000	$391K
9	Belpointe Asset Management LLC	0.06%	422,213	$1.7M
10	R Squared Ltd	0.03%	13,029	$51K
11	WESPAC Advisors, LLC	0.02%	10,000	$39K
12	Naviter Wealth, LLC	0.01%	29,471	$115K
13	Angeles Wealth Management, LLC	0.01%	62,957	$246K
14	Quantum Financial Advisors, LLC	0.01%	30,460	$119K
15	Legacy Bridge, LLC	0.01%	7,489	$29K
16	Essential Partners LLC	0.01%	8,098	$32K
17	Fortis Capital Advisors, LLC	0.01%	16,718	$65K
18	Bridgeway Capital Management, LLC	0.01%	108,815	$425K
19	Root Financial Partners, LLC	0.01%	44,485	$174K
20	PNC Financial Services Group, INC.	0.01%	3,074,330	$12.0M
21	Jump Financial, LLC	0.01%	131,801	$515K
22	Point72 Asset Management, L.P.	0.01%	1,258,558	$4.9M
23	Balyasny Asset Management L.P.	0.01%	1,149,579	$4.5M
24	Old National Bancorp /In/	0.01%	82,330	$322K
25	Pekin Hardy Strauss, Inc.	0.00%	10,000	$39K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Innventure Inc (INV)

What does the Smart Money Trend signal show for INV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added INV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INV?

More buyers than sellers — 71% buying: Last quarter: 87 funds were net buyers (48 opened a brand new position + 39 added to an existing one). Only 35 were sellers (10 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INV holders?

Strong quality — 36% AUM from major funds: 27 of 105 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held INV?

Mostly new holders — 71% entered in last year: Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Innventure Inc (INV) following the 2026 Q1 hedge fund 13F filings?

As of today, INV has moved -9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -14.2%. Since the quarter end (March 31, 2026), INV has gained +69.6% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Innventure Inc (INV)

Smart Money Signals — INV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +266% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~48 new funds per quarter

Mostly new holders — 71% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 84% of holders entered in last year

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — INV

Hedge Fund Ownership: INV

Market Analysis: INV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INV

Is It Too Late to Buy Innventure Inc (INV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: INV

Statistics: INV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Innventure Inc (INV)

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