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566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$1.11M +$1.45K +70 +0.1%
MOACM
227
Mutual of America Capital Management
New York
$1.11M -$61.9K -2,984 -6%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$1.1M -$44.8K -2,157 -4%
VIM
229
Vinva Investment Management
Australia
$1.08M -$229K -11,052 -26%
RIL
230
Rothschild Investment LLC
Illinois
$1.07M +$79K +3,804 +9%
MLM
231
Mount Lucas Management
Pennsylvania
$1.07M -$18.6K -895 -2%
BA
232
Bridgewater Associates
Connecticut
$1.07M +$965K +46,467 New
EP
233
Essential Partners
California
$1.06M +$30.2K +1,453 +3%
CBU
234
CIBC Bancorp USA
Illinois
$1.04M +$945K +45,538 New
I
235
INVST
Indiana
$1.04M -$54.1K -2,604 -5%
DFCM
236
Dark Forest Capital Management
Puerto Rico
$1.04M -$3.7M -178,262 -80%
GC
237
Guggenheim Capital
Illinois
$1.02M +$112K +5,385 +14%
WAM
238
Weiss Asset Management
Massachusetts
$1.02M +$922K +44,430 New
ACP
239
Aviance Capital Partners
Florida
$1.01M +$916K +44,143 New
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$963K +$123K +5,923 +16%
BJL
241
Brighton Jones LLC
Washington
$959K +$165K +7,959 +24%
AP
242
Advisors Preferred
Maryland
$931K +$837K +40,306 New
PAG
243
Private Advisor Group
New Jersey
$916K +$592K +28,513 +250%
Envestnet Asset Management
244
Envestnet Asset Management
Illinois
$911K +$390K +18,810 +90%
CG
245
Caprock Group
Idaho
$892K +$838K +40,349 New
EI
246
Ethic Inc
New York
$875K +$343K +16,503 +76%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$863K -$27.9K -1,342 -3%
KWM
248
Kingsview Wealth Management
Oregon
$849K +$187K +9,023 +32%
TCM
249
Twin Capital Management
Pennsylvania
$840K -$36.7K -1,767 -5%
RPCONE
250
Retirement Planning Company of New England
Rhode Island
$838K -$18.6K -898 -2%