Invest Acquisition Corp - G4923T105
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Advisors LLC | History | No change | 1,500,000 | 16,320 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q3 2023 | Oct 26, 2023 |
| Saba Capital Management, L.P. | History | No change | 629,946 | 6,860 | 0.16% | 0.17% | 2 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 531,800 | 5,791 | 0.17% | 0.24% | 3 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| BANK OF MONTREAL /CAN/ | History | No change | 297,591 | 3,228 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2023 | Nov 01, 2023 |
| AQR Arbitrage LLC | History | No change | 249,304 | 2,712 | 0.12% | 0.11% | 5 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,954 | 1,239 | 0.0% | 0.0% | 6 | -3,211 | -2.74% | Q3 2023 | Nov 14, 2023 |
| Polar Asset Management Partners Inc. | History | No change | 100,000 | 1,088 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| Verition Fund Management LLC | History | No change | 62,598 | 681 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| BARCLAYS PLC | History | No change | 50,000 | 544 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2023 | Mar 26, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 11,247 | 122 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,437 | 113 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 9,427 | 102 | 0.0% | — | 12 | +9,427 | New | Q3 2023 | Nov 13, 2023 |
| Tower Research Capital LLC (TRC) | History | Reduced | 284 | 3 | 0.0% | 0.0% | 13 | -17 | -5.65% | Q3 2023 | Nov 14, 2023 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -200,000 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,073 | -100.0% | Q2 2023 | Aug 14, 2023 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2023 | Aug 11, 2023 |