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Invesco
IVZ

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: 3 → 4 (+1)

20% more capital invested

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

11% more funds holding

Funds holding: 566 → 627 (+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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$214M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$129M
3
SC
Samlyn Capital
New York
+$55.4M
4
Jane Street
Jane Street
New York
+$42.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$42.6M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$80.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$34.8M
5
First Trust Advisors
First Trust Advisors
Illinois
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
AE Wealth Management
Kansas
$1.21M +$311K +12,721 +38%
IQI
252
Integrated Quantitative Investments
Washington
$1.21M +$1.12M +45,984 New
PCM
253
Park Capital Management
Wisconsin
$1.2M +$1.12M +45,824 New
FPAS
254
Focus Partners Advisor Solutions
Missouri
$1.2M +$241K +9,856 +28%
Ensign Peak Advisors
255
Ensign Peak Advisors
Utah
$1.19M -$400K -16,370 -27%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$1.17M -$1.3M -53,308 -55%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$1.16M -$95.1K -3,895 -8%
KPWS
258
Kestra Private Wealth Services
Texas
$1.16M -$106K -4,342 -9%
AR
259
Advisory Research
Illinois
$1.15M +$1.07M +43,861 New
HIS
260
Harvest Investment Services
Illinois
$1.1M +$1.02M +41,834 New
I
261
INVST
Indiana
$1.09M -$97K -3,972 -9%
NAM
262
NorthCrest Asset Manangement
Minnesota
$1.08M +$203K +8,324 +28%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$84.2K +3,449 +9%
PCA
264
Pallas Capital Advisors
Massachusetts
$1.08M +$113K +4,620 +13%
NICM
265
Neo Ivy Capital Management
New York
$1.08M +$1M +40,948 New
MFG
266
Merit Financial Group
Georgia
$1.06M +$406K +16,618 +70%
GAM
267
Guinness Asset Management
United Kingdom
$1M +$201K +8,217 +28%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$1M +$245K +10,040 +36%
TCM
269
Twin Capital Management
Pennsylvania
$969K +$6.84K +280 +0.8%
HP
270
Havemeyer Place
Connecticut
$965K +$897K +36,720 New
IPW
271
Impact Partnership Wealth
Georgia
$964K +$203K +8,313 +29%
RPCONE
272
Retirement Planning Company of New England
Rhode Island
$957K -$2.25K -92 -0.3%
GI
273
GAMMA Investing
California
$931K +$63.9K +2,615 +8%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$923K – – –
X
275
Xponance
Pennsylvania
$900K +$89.1K +3,647 +12%
9 10
11
12 13

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.