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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
IPW
326
Impact Partnership Wealth
Georgia
$248K +$279K +16,339 New
NS
327
NBC Securities
Alabama
$247K +$278K +16,300 +95,882%
AWM
328
Apollon Wealth Management
South Carolina
$244K -$125K -7,347 -31%
BIAS
329
Beacon Investment Advisory Services
New Jersey
$244K
HighTower Advisors
330
HighTower Advisors
Illinois
$242K -$93.1K -5,454 -25%
HWAM
331
Hennion & Walsh Asset Management
New Jersey
$242K -$436K -25,565 -62%
Connor, Clark & Lunn Investment Management (CC&L)
332
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$236K -$149K -8,707 -36%
ECM
333
Eisler Capital Management
United Kingdom
$234K +$263K +15,426 New
MC
334
Machina Capital
France
$234K +$263K +15,430 New
DZ Bank
335
DZ Bank
Germany
$233K -$299K -17,500 -53%
ERIC
336
Eagle Rock Investment Company
Georgia
$230K
N
337
Numerai
California
$228K -$32K -1,878 -11%
XT
338
XTX Topco
Cayman Islands
$226K +$71.3K +4,176 +39%
KRW
339
Kaufman Rossin Wealth
Florida
$224K +$252K +14,790 New
Simplex Trading
340
Simplex Trading
Illinois
$221K -$1.9M -111,144 -88%
BFM
341
Boothbay Fund Management
New York
$220K +$247K +14,488 New
Nomura Asset Management
342
Nomura Asset Management
Japan
$218K +$1.71K +100 +0.7%
Nomura Holdings
343
Nomura Holdings
Japan
$215K -$5.14M -301,458 -96%
HF
344
Holcombe Financial
Georgia
$214K
GT
345
Greenleaf Trust
Michigan
$211K -$1.35K -79 -0.6%
GAM
346
Generali Asset Management
Italy
$209K +$19.2K +1,124 +9%
CCB
347
Cutter & Co Brokerage
Missouri
$204K +$229K +13,443 New
ECM
348
Everence Capital Management
Indiana
$202K
DWT
349
Dorsey & Whitney Trust
South Dakota
$202K -$990 -58 -0.4%
Asset Management One
350
Asset Management One
Japan
$198K -$1.2M -70,052 -84%

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.