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522 hedge funds and large institutions have $6.5B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 201 increasing their positions, 187 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $24.8M

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

5% more capital invested

Capital invested by funds: $6.17B → $6.5B (+$327M)

7% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 187

0.98% more ownership

Funds ownership: 91.04%92.02% (+0.98%)

1% more funds holding

Funds holding: 518522 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
522
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
6.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
201
Reduced
187
Closed
70
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
226
Mount Lucas Management
Pennsylvania
$752K +$685K +47,704 New
SWP
227
Stratos Wealth Partners
Ohio
$705K -$3.48K -242 -0.5%
EP
228
Essential Partners
California
$703K +$640K +44,577 New
EMPI
229
Elo Mutual Pension Insurance
Finland
$700K +$106K +7,373 +20%
Osaic Holdings
230
Osaic Holdings
Arizona
$693K -$409K -28,461 -39%
CC
231
Centiva Capital
New York
$681K -$333K -23,193 -35%
RIL
232
Rothschild Investment LLC
Illinois
$679K -$95.1K -6,625 -13%
NIM
233
NEOS Investment Management
Connecticut
$628K +$106K +7,393 +23%
ECA
234
Elevated Capital Advisors
Utah
$623K
GC
235
Guggenheim Capital
Illinois
$616K -$778K -54,182 -58%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$615K +$27K +1,882 +5%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$609K +$1.44K +100 +0.3%
TCM
238
Twin Capital Management
Pennsylvania
$605K -$9.78K -681 -2%
EH
239
Equitable Holdings
New York
$600K +$179K +12,439 +49%
CWM
240
CIBC World Markets
New York
$594K +$57.8K +4,026 +12%
KAS
241
Kestra Advisory Services
Texas
$592K -$10.9K -762 -2%
RPCONE
242
Retirement Planning Company of New England
Rhode Island
$590K +$61K +4,247 +13%
Wellington Management Group
243
Wellington Management Group
Massachusetts
$583K +$135K +9,406 +34%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$568K +$35.7K +2,484 +7%
PCA
245
Pallas Capital Advisors
Massachusetts
$567K -$239K -16,666 -32%
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$554K +$6.91K +481 +1%
MYAM
247
Meiji Yasuda Asset Management
Japan
$553K
X
248
Xponance
Pennsylvania
$553K +$10.2K +713 +2%
BJL
249
Brighton Jones LLC
Washington
$534K +$486K +33,843 New
State of Wisconsin Investment Board
250
State of Wisconsin Investment Board
Wisconsin
$531K -$1.81M -126,329 -79%

IVZ Hedge Fund Activity: Q2 2025 in Review

522 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2025, worth a combined $6.5B — up 5.3% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IVZ positions and 70 closed out — a net gain of 8 holders — while 201 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $114M. The largest seller was Trian Fund Management, cutting an estimated $123M.

  • 522 institutional investors held Invesco (IVZ) as of Q2 2025, up from 518 in Q1 2025.
  • Funds reported $6.5B of Invesco stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 78 funds opened new Invesco positions in Q2 2025 and 70 closed out, a net change of +8 holders.
  • The largest Invesco buyer in Q2 2025 was Royal Bank of Canada, an estimated $114M added.
  • The largest Invesco seller in Q2 2025 was Trian Fund Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2025.