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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
AC
251
AXQ Capital
New Jersey
$513K +$577K +33,801 New
CGH
252
Crossmark Global Holdings
Texas
$511K -$9.18K -538 -2%
CWM
253
CIBC World Markets
New York
$511K -$289K -16,907 -33%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$509K -$135K -7,898 -19%
RPCONE
255
Retirement Planning Company of New England
Rhode Island
$503K +$39.3K +2,302 +7%
BC
256
Bridgefront Capital
Texas
$501K +$251K +14,737 +81%
NIM
257
NEOS Investment Management
Connecticut
$492K +$107K +6,254 +24%
VI
258
Vestcor Inc
New Brunswick, Canada
$485K
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$484K
SRL
260
Scientech Research LLC
New Jersey
$483K +$543K +31,817 New
IRC
261
Investors Research Corp
Georgia
$475K +$28.4K +1,662 +6%
B
262
Bailard
California
$473K +$532K +31,200 New
AAM
263
Advisors Asset Management
Colorado
$458K +$119K +6,947 +30%
MML Investors Services
264
MML Investors Services
Massachusetts
$454K +$37.9K +2,220 +8%
FPAS
265
Focus Partners Advisor Solutions
Missouri
$453K +$276K +16,197 +118%
PCM
266
Polymer Capital Management
New York
$450K +$506K +29,680 New
NAM
267
NorthCrest Asset Manangement
Minnesota
$445K -$26.5K -1,553 -5%
SSA
268
Schonfeld Strategic Advisors
New York
$444K -$5.12M -300,149 -91%
Creative Planning
269
Creative Planning
Kansas
$439K -$304K -17,833 -38%
RIM
270
Rakuten Investment Management
Japan
$434K +$488K +28,586 New
MG
271
Mather Group
Illinois
$433K -$126K -7,396 -21%
Wellington Management Group
272
Wellington Management Group
Massachusetts
$418K +$470K +27,566 New
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$418K +$58.1K +3,404 +14%
SA
274
Strategic Advisors
New York
$417K -$230K -13,500 -33%
SYBT
275
Stock Yards Bank & Trust
Kentucky
$417K -$3.41K -200 -0.7%

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.