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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
Raymond James Financial
176
Raymond James Financial
Florida
-$512K -67,684 Closed
YIH
177
Y-Intercept (HK)
Hong Kong
-$396K -52,382 Closed
BA
178
Bridgewater Associates
Connecticut
-$338K -44,713 Closed
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
-$234K -30,923 Closed
Janus Henderson Group
180
Janus Henderson Group
United Kingdom
-$198K -26,216 Closed
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
-$183K -24,194 Closed
ASRS
182
Arizona State Retirement System
Arizona
-$148K -19,513 Closed
BC
183
Bridgefront Capital
Texas
-$142K -18,814 Closed
JF
184
Jump Financial
Illinois
-$132K -17,433 Closed
KK
185
KLP Kapitalforvaltning
Norway
-$126K -16,650 Closed
WG
186
Winton Group
United Kingdom
-$110K -14,600 Closed
NAAA
187
New Age Alpha Advisors
New York
-$104K -13,740 Closed
PA
188
PharVision Advisers
Florida
-$93.7K -12,399 Closed
AAP
189
Arax Advisory Partners
Colorado
-$58.6K -7,756 Closed
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
-$22K -2,875 Closed
DB
191
Danske Bank
Denmark
-$17.4K -2,300 Closed
ASN
192
Advisory Services Network
Georgia
-$15.3K -2,021 Closed
Optiver Holding
193
Optiver Holding
Netherlands
-$2.87K -380 Closed
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
-$680 -90 Closed
NA
195
NewEdge Advisors
Louisiana
-$15 -2 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.