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518 hedge funds and large institutions have $6.17B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

19% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 176

1.4% more ownership

Funds ownership: 89.64%91.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

1% less funds holding

Funds holding: 524518 (-6)

12% less capital invested

Capital invested by funds: $7.04B → $6.17B (-$871M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
518
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
6.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
210
Reduced
176
Closed
70
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$720K +$12.9K +755 +2%
CCIA
227
Campbell & Co Investment Adviser
Maryland
$711K -$483K -28,326 -38%
CIM
228
Contravisory Investment Management
Massachusetts
$710K +$799K +46,795 New
NRD
229
Nebula Research & Development
New York
$698K +$785K +46,010 New
SC
230
Savant Capital
Illinois
$688K -$1.61M -94,169 -67%
SWP
231
Stratos Wealth Partners
Ohio
$682K +$152K +8,922 +25%
Los Angeles Capital Management
232
Los Angeles Capital Management
California
$675K +$104K +6,086 +16%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$648K -$19.2K -1,127 -3%
ECA
234
Elevated Capital Advisors
Utah
$623K +$25.9K +1,517 +4%
N
235
Natixis
France
$609K -$6.69M -391,935 -91%
TCM
236
Twin Capital Management
Pennsylvania
$592K +$223K +13,072 +50%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$584K +$341 +20 +0.1%
KAS
238
Kestra Advisory Services
Texas
$581K -$87.5K -5,128 -12%
WP
239
Woodline Partners
California
$574K +$185K +10,859 +40%
IWC
240
Integrated Wealth Concepts
Massachusetts
$563K +$633K +37,100 New
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$563K +$43.8K +2,564 +7%
EMPI
242
Elo Mutual Pension Insurance
Finland
$561K +$632K +37,006 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$553K +$6.79K +398 +1%
MSU
244
Mizuho Securities USA
New York
$544K -$115K -6,726 -16%
Mirae Asset Global ETFs Holdings
245
Mirae Asset Global ETFs Holdings
Hong Kong
$543K +$40.8K +2,393 +7%
MYAM
246
Meiji Yasuda Asset Management
Japan
$532K +$598K +35,070 New
Corient Private Wealth
247
Corient Private Wealth
Florida
$529K +$219K +12,836 +58%
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$525K +$54.4K +3,189 +10%
X
249
Xponance
Pennsylvania
$521K -$68.1K -3,992 -10%
AA
250
ABC Arbitrage
France
$513K +$578K +33,845 New

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2025, worth a combined $6.17B — down 12% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IVZ and 68 opened new positions — a net loss of 2 holders — while 176 trimmed existing stakes and 210 added.

The largest buyer was Goldman Sachs, adding an estimated $59.8M. The largest seller was BlackRock, cutting an estimated $120M.

  • 518 institutional investors held Invesco (IVZ) as of Q1 2025, down from 524 in Q4 2024.
  • Funds reported $6.17B of Invesco stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new Invesco positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest Invesco buyer in Q1 2025 was Goldman Sachs, an estimated $59.8M added.
  • The largest Invesco seller in Q1 2025 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2025.