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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
Squarepoint
76
Squarepoint
New York
$143K -$431K -54,996 -76%
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$140K +$131K +16,670 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$137K +$26.8K +3,425 +27%
ET
79
Entropy Technologies
New York
$137K +$128K +16,283 New
CA
80
Continuum Advisory
Idaho
$134K
AFC
81
Ares Financial Consulting
California
$132K +$123K +15,648 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$129K +$120K +15,284 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$128K -$24.8K -3,163 -17%
Marshall Wace
84
Marshall Wace
United Kingdom
$126K +$118K +15,040 New
Creative Planning
85
Creative Planning
Kansas
$126K +$118K +15,008 New
VWA
86
Visionary Wealth Advisors
Illinois
$125K +$117K +14,900 New
SEI Investments
87
SEI Investments
Pennsylvania
$124K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$115K +$48.1K +6,132 +82%
ProShare Advisors
89
ProShare Advisors
Maryland
$110K +$12.9K +1,644 +14%
SO
90
STRS Ohio
Ohio
$104K
JIP
91
Jaffetilchin Investment Partners
Florida
$104K +$1.12K +143 +1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$101K
VOYA Investment Management
93
VOYA Investment Management
Georgia
$101K
Mariner
94
Mariner
Kansas
$99.1K +$92.6K +11,809 New
Cerity Partners
95
Cerity Partners
New York
$98.5K +$91.8K +11,711 New
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$97.2K +$89.5K +11,416 New
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$96.1K
MCM
98
Massar Capital Management
Connecticut
$93.6K +$87.2K +11,126 New
BIG
99
Brooklyn Investment Group
New York
$92.9K +$87.2K +11,126 New
IWC
100
Integrated Wealth Concepts
Massachusetts
$89.6K +$1.92K +245 +2%

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.