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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
KWM
101
KW Wealth Management
California
$85.8K -$23.1K -2,949 -22%
OFG
102
Oxford Financial Group
Indiana
$84.1K +$78.4K +10,000 New
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$82.6K -$28.8K -3,677 -28%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$82.1K +$50.5K +6,442 +194%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$73K +$3.05K +389 +5%
SWM
106
Spire Wealth Management
Virginia
$71.8K +$58K +7,405 +654%
GRP
107
Global Retirement Partners
California
$70.4K +$1.31K +167 +2%
SOW
108
State of Wyoming
Wyoming
$69.8K +$65K +8,294 New
CIA
109
Cape Investment Advisory
Georgia
$69.7K +$65K +8,290 New
Citigroup
110
Citigroup
New York
$61.6K -$18.1K -2,315 -24%
SSG
111
Summit Securities Group
New York
$57.2K +$53.3K +6,800 New
AIP
112
Ameritas Investment Partners
Nebraska
$52K
CM
113
Caption Management
Oklahoma
$42.9K +$40K +5,099 New
BWL
114
Bogart Wealth LLC
Virginia
$39.6K
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
$37.1K -$486K -61,963 -93%
SCM
116
Sterling Capital Management
North Carolina
$34.8K -$386K -49,311 -92%
KAS
117
Kestra Advisory Services
Texas
$32.6K +$30.4K +3,877 New
FIA
118
FNY Investment Advisers
New York
$28K +$26.6K +3,400 New
CIAM
119
Caitong International Asset Management
Hong Kong
$24K +$3.21K +410 +17%
ME
120
McIlrath & Eck
Washington
$22.9K -$30.7K -3,921 -59%
CFB
121
Cullen/Frost Bankers
Texas
$21.8K +$2.2K +281 +12%
AB
122
Amalgamated Bank
New York
$19K +$1.12K +143 +7%
TRCT
123
Tower Research Capital (TRC)
New York
$14.6K -$54.8K -6,990 -80%
UBS AM
124
UBS AM
Illinois
$11.6K -$1.3M -165,525 -99%
QCG
125
Quadrant Capital Group
Ohio
$11.6K +$2.7K +344 +33%

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.