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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
SC
251
Savant Capital
Illinois
$530K -$169K -11,745 -26%
QP
252
Quilter Plc
United Kingdom
$509K +$463K +32,245 New
Creative Planning
253
Creative Planning
Kansas
$505K +$44.2K +3,079 +11%
IRC
254
Investors Research Corp
Georgia
$494K
MSU
255
Mizuho Securities USA
New York
$488K -$70.8K -4,933 -14%
ABTD
256
Arvest Bank Trust Division
Oklahoma
$487K +$444K +30,885 New
AAM
257
Advisors Asset Management
Colorado
$483K +$6.51K +453 +2%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$483K +$44.6K +3,103 +11%
IPW
259
Impact Partnership Wealth
Georgia
$476K +$198K +13,817 +85%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$472K -$28K -1,952 -6%
IFG
261
Independent Financial Group
California
$472K +$161K +11,235 +60%
CGH
262
Crossmark Global Holdings
Texas
$470K -$56K -3,900 -12%
GI
263
GAMMA Investing
California
$467K +$100K +6,973 +31%
KWM
264
Kingsview Wealth Management
Oregon
$441K +$402K +27,984 New
AWM
265
AE Wealth Management
Kansas
$436K -$10.5M -730,851 -96%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$435K -$21.1M -1,470,843 -98%
NAM
267
NorthCrest Asset Manangement
Minnesota
$427K -$54.2K -3,777 -13%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$423K -$138K -9,622 -26%
SYBT
269
Stock Yards Bank & Trust
Kentucky
$414K -$17.4K -1,210 -4%
HIMCH
270
Hartford Investment Management Co (HIMCO)
Connecticut
$414K -$8.89K -619 -2%
SOW
271
State of Wyoming
Wyoming
$410K +$55.5K +3,868 +17%
NB
272
Norinchukin Bank
Japan
$405K +$27.9K +1,941 +8%
VVP
273
Venture Visionary Partners
Ohio
$403K -$1.49M -103,530 -80%
Walleye Trading
274
Walleye Trading
New York
$401K +$365K +25,426 New
SCM
275
Sterling Capital Management
North Carolina
$391K -$690K -48,072 -66%

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.