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627 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 252 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,181% more call options, than puts

Call options by funds: $422M | Put options by funds: $32.9M

195% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 39

42% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 177

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $8.98B → $10.8B (+$1.83B)

11% more funds holding

Funds holding: 566627 (+61)

4.68% more ownership

Funds ownership: 87.8%92.48% (+4.7%)

Holders
627
Holders Change
+61
Holders Change %
+10.78%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
252
Reduced
177
Closed
39
Calls
$422M
Puts
$32.9M
Net Calls
+$389M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
226
Susquehanna Fundamental Investments
Pennsylvania
$1.51M
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$1.49M +$413K +16,908 +43%
YCM
228
Yousif Capital Management
Michigan
$1.48M -$119K -4,858 -8%
State of Wisconsin Investment Board
229
State of Wisconsin Investment Board
Wisconsin
$1.46M +$524K +21,459 +63%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$1.45M +$7.35K +301 +0.5%
Simplex Trading
231
Simplex Trading
Illinois
$1.44M +$1.19M +48,796 +786%
OTL
232
Oak Thistle LLC
New York
$1.44M +$494K +20,245 +59%
AssetMark Inc
233
AssetMark Inc
California
$1.39M +$431K +17,654 +50%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$1.37M +$252K +10,333 +25%
RIL
235
Rothschild Investment LLC
Illinois
$1.34M +$103K +4,225 +9%
OPERF
236
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$2.44K -100 -0.2%
MC
237
Machina Capital
France
$1.31M +$1.22M +49,928 New
FIA
238
Foundations Investment Advisors
Arizona
$1.31M +$681K +27,900 +127%
GC
239
Guggenheim Capital
Illinois
$1.3M +$126K +5,149 +12%
CIM
240
Contravisory Investment Management
Massachusetts
$1.29M +$1.11M +45,260 +1,166%
SFA
241
Sequoia Financial Advisors
Ohio
$1.27M +$501K +20,503 +74%
JCIA
242
Jackson Creek Investment Advisors
Colorado
$1.26M -$29.6K -1,213 -2%
MOACM
243
Mutual of America Capital Management
New York
$1.26M -$13.4K -547 -1%
MLM
244
Mount Lucas Management
Pennsylvania
$1.25M +$18.3K +751 +2%
EP
245
Essential Partners
California
$1.24M +$25.7K +1,052 +2%
Twin Tree Management
246
Twin Tree Management
Texas
$1.23M -$454K -18,595 -28%
ACP
247
Aviance Capital Partners
Florida
$1.23M +$63.8K +2,611 +6%
CWM
248
CIBC World Markets
New York
$1.22M +$1.14M +46,472 New
LAM
249
LECAP Asset Management
United Kingdom
$1.22M -$517K -21,163 -31%
EI
250
Ethic Inc
New York
$1.21M +$194K +7,933 +21%

IVZ Hedge Fund Activity: Q4 2025 in Review

627 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2025, worth a combined $10.8B — up 20% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IVZ positions and 39 closed out — a net gain of 76 holders — while 252 added to existing stakes and 177 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $214M. The largest seller was Trian Fund Management, cutting an estimated $285M.

  • 627 institutional investors held Invesco (IVZ) as of Q4 2025, up from 566 in Q3 2025.
  • Funds reported $10.8B of Invesco stock for Q4 2025, up 20% quarter-over-quarter.
  • 115 funds opened new Invesco positions in Q4 2025 and 39 closed out, a net change of +76 holders.
  • The largest Invesco buyer in Q4 2025 was Invesco, an estimated $214M added.
  • The largest Invesco seller in Q4 2025 was Trian Fund Management, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2025.