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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
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$311K -$88.9K -6,193 -24%
KCM
302
Kendall Capital Management
Maryland
$309K +$281K +19,575 New
URS
303
Utah Retirement Systems
Utah
$303K -$11K -763 -4%
MFG
304
Merit Financial Group
Georgia
$301K -$479K -33,369 -64%
AWM
305
Adams Wealth Management
Utah
$293K +$267K +18,587 New
CI
306
CacheTech Inc
Utah
$293K +$267K +18,587 New
EGM
307
Engineers Gate Manager
New York
$292K -$2.64M -183,983 -91%
WPC
308
Wedmont Private Capital
Pennsylvania
$291K +$69.2K +4,822 +39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
309
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K -$1.62M -112,789 -86%
FFM
310
Forum Financial Management
Illinois
$273K +$11.4K +791 +5%
MCM
311
MAI Capital Management
Ohio
$273K -$2.7K -188 -1%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$269K
CI
313
CX Institutional
Indiana
$265K +$81.1K +5,645 +50%
PAS
314
Park Avenue Securities
New York
$263K +$240K +16,692 New
SA
315
Sanctuary Advisors
Indiana
$262K +$239K +16,615 New
VSQM
316
V-Square Quantitative Management
Illinois
$259K +$50.6K +3,522 +27%
MPM
317
MBB Public Markets
Illinois
$259K -$55.3K -3,850 -19%
Nomura Asset Management
318
Nomura Asset Management
Japan
$258K +$29.2K +2,034 +14%
NS
319
NBC Securities
Alabama
$258K +$718 +50 +0.3%
IAA
320
Independent Advisor Alliance
North Carolina
$255K +$71.3K +4,962 +44%
PFS
321
Prospera Financial Services
Texas
$253K +$230K +16,010 New
AssetMark Inc
322
AssetMark Inc
California
$248K +$147K +10,249 +187%
DCM
323
DGS Capital Management
New Jersey
$243K +$221K +15,419 New
DZ Bank
324
DZ Bank
Germany
$242K
PCMC
325
Paragon Capital Management (Colorado)
Colorado
$240K -$54.3K -3,781 -20%

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.