Who Owns IVF?

INVO Fertility, Inc. — Institutional Ownership & 13F Holdings

$1.92

+0.00 (+0.00%)

Market Cap

$198K

Shares Outstanding

1,392,220

Institutional Holders

6

Total Inst. Value

$228K

% of Float Held

48.3%

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CWC Advisors, LLC.$200K100,038
2Warberg Asset Management LLC$23K11,294
3UBS Group AG$4K1,978
4Tower Research Capital LLC (TRC)$1K739
5OSAIC HOLDINGS, INC.$8241
6BANK OF AMERICA CORP /DE/$04

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Frequently Asked Questions

How many institutional investors hold IVF?

As of Q1 2025, 6 institutional investors report holding IVF (INVO Fertility, Inc.) in their 13F filings.

What percentage of INVO Fertility, Inc. is owned by institutions?

Institutional investors hold approximately 48.3% of INVO Fertility, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most IVF?

The largest institutional holder of IVF is CWC Advisors, LLC. with $200K in shares.

Are institutions buying or selling IVF?

This quarter, 6 institutions opened new positions in IVF and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.