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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
EI
301
Ethic Inc
New York
$310K +$34.9K +2,044 +11%
LGF
302
LGT Group Foundation
Liechtenstein
$308K
TRCT
303
Tower Research Capital (TRC)
New York
$307K -$174K -10,222 -33%
MPM
304
MBB Public Markets
Illinois
$307K +$346K +20,251 New
IG
305
ING Group
Netherlands
$305K -$3.72K -218 -1%
URS
306
Utah Retirement Systems
Utah
$303K
EW
307
Element Wealth
Mississippi
$301K +$1.69K +99 +0.5%
1C
308
111 Capital
France
$299K +$336K +19,699 New
Sumitomo Mitsui Trust Group
309
Sumitomo Mitsui Trust Group
Japan
$296K +$64.5K +3,778 +24%
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$295K +$332K +19,469 +1,946,900%
AWA
311
Arkadios Wealth Advisors
Georgia
$295K +$332K +19,456 New
TCM
312
Teza Capital Management
Illinois
$288K -$1.38M -80,856 -81%
PCMC
313
Paragon Capital Management (Colorado)
Colorado
$288K +$4.01K +235 +1%
IFG
314
Independent Financial Group
California
$283K +$319K +18,674 New
S
315
SignatureFD
Georgia
$277K -$16.1K -946 -5%
IGAM
316
iA Global Asset Management
Quebec, Canada
$276K +$311K +18,223 New
EWM
317
EPG Wealth Management
Georgia
$275K +$7.2K +422 +2%
OR
318
Olympiad Research
Connecticut
$272K +$74.4K +4,360 +32%
TC
319
TownSquare Capital
Utah
$271K +$76.9K +4,507 +34%
IPWA
320
International Private Wealth Advisors
California
$268K +$25.1K +1,472 +9%
PCM
321
Prelude Capital Management
New York
$266K +$111K +6,506 +59%
MCM
322
MAI Capital Management
Ohio
$265K -$1.42K -83 -0.5%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$259K -$64.7K -3,794 -18%
Natixis Advisors
324
Natixis Advisors
Massachusetts
$259K +$83K +4,862 +40%
FFM
325
Forum Financial Management
Illinois
$251K +$939 +55 +0.3%

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.