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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
CSB
151
City State Bank
Iowa
$841
IA
152
IFP Advisors
Florida
$732 +$63 +8 +10%
CFM
153
Cornerstone Financial Management
Massachusetts
$589 +$549 +70 New
Comerica Bank
154
Comerica Bank
Texas
$555 -$39.6K -5,054 -99%
AIC
155
Archer Investment Corporation
Indiana
$508 +$16 +2 +3%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$505
BTI
157
Blue Trust Inc
Georgia
$463
LWM
158
Lodestone Wealth Management
Washington
$252 +$235 +30 New
NFSG
159
Newbridge Financial Services Group
Florida
$252 +$235 +30 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$210
HIMS
161
Hager Investment Management Services
New Hampshire
$122
CA
162
Clearstead Advisors
Ohio
$59 -$3.67K -468 -99%
FFO
163
Fortitude Family Office
Arizona
$59 -$274 -35 -83%
AUB
164
Atlantic Union Bankshares
Virginia
$59
RFP
165
Root Financial Partners
California
$25 +$24 +3 New
HI
166
Harbour Investments
Wisconsin
$17 -$368 -47 -96%
MCM
167
MAI Capital Management
Ohio
$17 +$16 +2 New
TCM
168
Triumph Capital Management
Colorado
$17 +$16 +2 New
BIA
169
Bell Investment Advisors
California
$9
HNB
170
Huntington National Bank
Ohio
$3
TM
171
Torren Management
California
$2
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
-$5.72M -756,430 Closed
Swiss National Bank
173
Swiss National Bank
Switzerland
-$966K -127,801 Closed
PMAM
174
Picton Mahoney Asset Management
Ontario, Canada
-$955K -126,353 Closed
Simplex Trading
175
Simplex Trading
Illinois
-$696K -92,188 Closed

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.