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Invesco Mortgage Capital

171 hedge funds and large institutions have $268M invested in Invesco Mortgage Capital in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

28% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.38M

8% more capital invested

Capital invested by funds: $248M → $268M (+$19.7M)

8% more funds holding

Funds holding: 159171 (+12)

4.65% less ownership

Funds ownership: 49.45%44.79% (-4.7%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
60
Reduced
44
Closed
24
Calls
$3.06M
Puts
$2.38M
Net Calls
+$674K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
51
Two Sigma Securities
New York
$350K +$160K +20,472 +97%
MIM
52
MetLife Investment Management
New Jersey
$336K +$86K +10,971 +38%
QCM
53
Quantinno Capital Management
New York
$309K +$3.56K +454 +1%
XT
54
XTX Topco
Cayman Islands
$306K +$285K +36,326 New
GCP
55
GSA Capital Partners
United Kingdom
$290K +$271K +34,517 New
A
56
AlphaQuest
New York
$282K +$258K +32,950 +5,538%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$275K -$303K -38,701 -54%
IIM
58
INTECH Investment Management
Florida
$274K +$15.5K +1,983 +6%
VA
59
Vident Advisory
Georgia
$260K +$19.5K +2,492 +9%
Osaic Holdings
60
Osaic Holdings
Arizona
$250K -$155K -19,768 -40%
QT
61
Quantbot Technologies
New York
$250K -$795K -101,431 -77%
JP Morgan Chase
62
JP Morgan Chase
New York
$249K -$351K -44,841 -60%
RFG
63
Range Financial Group
Oregon
$236K +$14K +1,786 +7%
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$229K
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$228K +$212K +27,104 New
Russell Investments Group
66
Russell Investments Group
United Kingdom
$227K -$32.5K -4,143 -13%
Group One Trading
67
Group One Trading
Illinois
$209K +$20.6K +2,634 +12%
PAG
68
Private Advisor Group
New Jersey
$208K -$15.6K -1,992 -7%
VEA
69
Virtus ETF Advisers
New York
$181K +$53.9K +6,876 +47%
Legal & General Group
70
Legal & General Group
United Kingdom
$175K -$326K -41,659 -67%
1WA
71
180 Wealth Advisors
Washington
$173K +$11.6K +1,486 +8%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173K -$8.95K -1,142 -5%
PFSRSONJ
73
Police & Firemen's Retirement System of New Jersey
New Jersey
$163K
LSA
74
L & S Advisors
California
$147K +$137K +17,500 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$143K -$43.9K -5,596 -25%

IVR Hedge Fund Activity: Q4 2025 in Review

171 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q4 2025, worth a combined $268M — up 8% from $248M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IVR positions and 24 closed out — a net gain of 16 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.63M. The largest seller was Millennium Management, cutting an estimated $8.15M.

  • 171 institutional investors held Invesco Mortgage Capital (IVR) as of Q4 2025, up from 159 in Q3 2025.
  • Funds reported $268M of Invesco Mortgage Capital stock for Q4 2025, up 8% quarter-over-quarter.
  • 40 funds opened new Invesco Mortgage Capital positions in Q4 2025 and 24 closed out, a net change of +16 holders.
  • The largest Invesco Mortgage Capital buyer in Q4 2025 was Two Sigma Investments, an estimated $4.63M added.
  • The largest Invesco Mortgage Capital seller in Q4 2025 was Millennium Management, an estimated $8.15M sold.

Based on aggregated 13F filings for Q4 2025.