Invesco Mortgage Capital
IVR
173 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.
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
7% more funds holding
Funds holding: 161 → 173 (+12)
4.65% less ownership
Funds ownership: 49.45% → 44.79% (-4.7%)
20% less capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $33.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$4.63M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
| 3 |
Jane Street
New York
|
+$1.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.56M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$8.15M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.72M |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$3.21M |
| 4 |
Morgan Stanley
New York
|
-$1.76M |
| 5 |
Renaissance Technologies
New York
|
-$1.61M |
IVR Hedge Fund Activity: Q4 2025 in Review
173 of the 8,303 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.
- 173 institutional investors held Invesco Mortgage Capital (IVR) as of Q4 2025, up from 161 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.