We are live on ! Find out more

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: 34 (+1)

20% more capital invested

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

11% more funds holding

Funds holding: 566627 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
301
Mirabella Financial Services
United Kingdom
$647K +$601K +24,613 New
IWC
302
Integrated Wealth Concepts
Massachusetts
$645K -$33.1K -1,356 -5%
KCP
303
Kera Capital Partners
California
$642K -$16.9K -692 -3%
CG
304
Caprock Group
Idaho
$640K -$391K -15,994 -40%
HighTower Advisors
305
HighTower Advisors
Illinois
$609K +$46.1K +1,888 +9%
I
306
InceptionR
California
$603K +$35.2K +1,442 +7%
PCM
307
Polymer Capital Management
New York
$601K +$559K +22,882 New
VIM
308
Vinva Investment Management
Australia
$598K -$387K -15,864 -51%
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$596K -$17.1K -700 -3%
GAM
310
Groupama Asset Management
France
$594K -$57.3K -2,346 -9%
WPC
311
Wedmont Private Capital
Pennsylvania
$588K +$11.1K +456 +2%
TRCT
312
Tower Research Capital (TRC)
New York
$583K +$151K +6,179 +39%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$578K -$21.2K -866 -4%
NCM
314
Novare Capital Management
North Carolina
$578K
KAS
315
Kestra Advisory Services
Texas
$572K +$19K +777 +4%
ECM
316
Evergreen Capital Management
Washington
$571K +$531K +21,732 New
SCM
317
Sterling Capital Management
North Carolina
$567K -$22.6K -925 -4%
EMPI
318
Elo Mutual Pension Insurance
Finland
$566K -$703K -28,793 -57%
EPW
319
Evolve Private Wealth
California
$564K +$524K +21,460 New
AWM
320
Apollon Wealth Management
South Carolina
$563K +$70.5K +2,886 +16%
OCA
321
OpenArc Corporate Advisory
Georgia
$562K +$523K +21,404 New
IGAM
322
iA Global Asset Management
Quebec, Canada
$552K +$513K +21,010 New
Allspring Global Investments
323
Allspring Global Investments
North Carolina
$549K -$6.45K -264 -1%
SC
324
Syon Capital
California
$545K +$46K +1,884 +10%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$544K +$12.2K +500 +2%

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.