Invesco Mortgage Capital
IVR
161 hedge funds and large institutions have $248M invested in Invesco Mortgage Capital in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 14 closing their positions.
358% more capital inflows, than outflows
Capital inflows: $42.4M | Capital outflows: $9.26M
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
97% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 34
10% more funds holding
Funds holding: 147 → 161 (+14)
6.3% more ownership
Funds ownership: 43.14% → 49.45% (+6.3%)
24% less call options, than puts
Call options by funds: $3.22M | Put options by funds: $4.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.77M |
| 3 |
Goldman Sachs
New York
|
+$3.19M |
| 4 |
Two Sigma Investments
New York
|
+$3.09M |
| 5 |
Morgan Stanley
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$1.09M |
| 2 |
AXS Investments
Port Chester,
New York
|
-$1.05M |
| 3 |
Jupiter Asset Management
London,
United Kingdom
|
-$959K |
| 4 |
Two Sigma Advisers
New York
|
-$554K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$553K |
IVR Hedge Fund Activity: Q3 2025 in Review
161 of the 7,653 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q3 2025, worth a combined $248M — up 11% from $223M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IVR positions and 14 closed out — a net gain of 15 holders — while 67 added to existing stakes and 34 trimmed.
The largest buyer was Millennium Management, adding an estimated $10.9M. The largest seller was UBS AM, cutting an estimated $1.09M.
- 161 institutional investors held Invesco Mortgage Capital (IVR) as of Q3 2025, up from 147 in Q2 2025.
- Funds reported $248M of Invesco Mortgage Capital stock for Q3 2025, up 11% quarter-over-quarter.
- 29 funds opened new Invesco Mortgage Capital positions in Q3 2025 and 14 closed out, a net change of +15 holders.
- The largest Invesco Mortgage Capital buyer in Q3 2025 was Millennium Management, an estimated $10.9M added.
- The largest Invesco Mortgage Capital seller in Q3 2025 was UBS AM, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2025.