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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.98B
BlackRock
2
BlackRock
New York
$941M -$5.46M -208,807 -0.5%
VCM
3
Vanguard Capital Management
Pennsylvania
$679M +$732M +27,965,063 New
Millennium Management
4
Millennium Management
New York
$526M +$203M +7,765,889 +56%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$519M +$15.6M +596,434 +3%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$468M +$504M +19,262,823 New
State Street
7
State Street
Massachusetts
$406M -$127M -4,836,304 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$311M +$50.1M +1,916,054 +18%
AQR Capital Management
9
AQR Capital Management
Connecticut
$300M +$95.3M +3,641,568 +41%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$294M +$141M +5,388,325 +80%
Invesco
11
Invesco
Georgia
$256M +$46.8M +1,787,904 +20%
Goldman Sachs
12
Goldman Sachs
New York
$256M +$108M +4,118,924 +64%
Morgan Stanley
13
Morgan Stanley
New York
$194M +$16.5M +630,926 +9%
Northern Trust
14
Northern Trust
Illinois
$146M -$27K -1,032 -0%
AllianceBernstein
15
AllianceBernstein
Tennessee
$126M +$184K +7,029 +0.1%
Charles Schwab
16
Charles Schwab
California
$108M +$1.84M +70,242 +2%
NAMI
17
Nomura Asset Management International
Pennsylvania
$85.6M +$9.75M +372,534 +12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$83.4M +$4.76M +182,060 +6%
Macquarie Group
19
Macquarie Group
Australia
$81M +$9.31M +356,046 +12%
TFM
20
Trian Fund Management
New York
$72.2M
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$72.2M +$51.1M +1,952,472 +192%
UBS Group
22
UBS Group
Switzerland
$70M +$1.01M +38,431 +1%
Bank of America
23
Bank of America
North Carolina
$64.5M +$15.6M +595,797 +29%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$62.8M +$29.3M +1,120,221 +76%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$60M +$64.6M +2,468,123 New

IVZ Hedge Fund Activity: Q1 2026 in Review

631 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IVZ positions and 74 closed out — a net gain of 16 holders — while 268 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 631 institutional investors held Invesco (IVZ) as of Q1 2026, up from 627 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 90 funds opened new Invesco positions in Q1 2026 and 74 closed out, a net change of +16 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.