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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$11.5K +$6.72K +857 +166%
S
127
SignatureFD
Georgia
$10.5K +$9.74K +1,243 New
LFA
128
LGT Financial Advisors
Texas
$9.33K
AF
129
Allworth Financial
California
$9.23K +$2.8K +357 +48%
PA
130
Parallel Advisors
California
$8.6K +$313 +40 +4%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$8.41K
SAG
132
SageView Advisory Group
California
$8.41K +$7.84K +1,000 New
FFA
133
Farther Finance Advisors
California
$7.47K
RWM
134
RMG Wealth Management
Wisconsin
$6.95K +$1.85K +236 New
GI
135
GAMMA Investing
California
$6.52K +$1.45K +185 +31%
QL
136
Quarry LP
New York
$5.53K -$7.78K -993 -60%
VCM
137
Versant Capital Management
Arizona
$5.2K
TWD
138
True Wealth Design
Ohio
$3.82K -$1.24K -158 -26%
EP
139
Essential Partners
California
$3.51K +$1.99K +254 +156%
SIS
140
Sound Income Strategies
Florida
$3.29K +$2.74K +350 New
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$3.27K +$3.05K +389 New
FHA
142
Flagship Harbor Advisors
Massachusetts
$2.8K +$2.61K +333 New
US Bancorp
143
US Bancorp
Minnesota
$2.5K +$2.33K +297 New
RTL
144
Red Tortoise LLC
Georgia
$2.16K
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$1.51K +$71 +9 +5%
EWA
146
EverSource Wealth Advisors
Alabama
$1.4K -$862 -110 -40%
W
147
WealthCollab
Washington
$1.38K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37K
RIL
149
Rothschild Investment LLC
Illinois
$1.3K +$745 +95 +158%
CPG
150
Cornerstone Planning Group
New Jersey
$1K +$31 +4 +4%

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.