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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
ERIC
326
Eagle Rock Investment Company
Georgia
$239K
BIAS
327
Beacon Investment Advisory Services
New Jersey
$238K -$13.8K -964 -6%
SC
328
Syon Capital
California
$238K +$216K +15,069 New
EW
329
Evoke Wealth
California
$234K +$213K +14,808 New
AWM
330
Apollon Wealth Management
South Carolina
$226K -$25.4K -1,766 -11%
HF
331
Holcombe Financial
Georgia
$222K
GAM
332
Generali Asset Management
Italy
$218K
HWM
333
HB Wealth Management
Georgia
$216K +$196K +13,670 New
ECM
334
Everence Capital Management
Indiana
$210K
VT
335
Vise Technologies
New York
$209K +$191K +13,284 New
SPS
336
Susquehanna Portfolio Strategies
Pennsylvania
$208K +$190K +13,200 New
PCM
337
Prelude Capital Management
New York
$207K -$63.1K -4,392 -25%
EW
338
Element Wealth
Mississippi
$205K -$98K -6,826 -34%
HighTower Advisors
339
HighTower Advisors
Illinois
$205K -$42.1K -2,935 -18%
EWA
340
EverSource Wealth Advisors
Alabama
$204K +$120K +8,346 +181%
OR
341
Olympiad Research
Connecticut
$203K -$72.2K -5,028 -28%
C
342
Covestor
United Kingdom
$201K +$130K +9,072 +248%
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$199K -$2.17K -151 -1%
GAM
344
Gotham Asset Management
New York
$198K +$180K +12,538 New
Envestnet Portfolio Solutions
345
Envestnet Portfolio Solutions
Illinois
$197K +$179K +12,482 New
US Bancorp
346
US Bancorp
Minnesota
$195K -$4.02K -280 -2%
SCA
347
Stonebridge Capital Advisors
Minnesota
$194K
DS
348
DRW Securities
Illinois
$194K +$177K +12,321 New
GT
349
Greenleaf Trust
Michigan
$191K -$25.6K -1,784 -13%
EWA
350
EP Wealth Advisors
California
$189K -$6.99K -487 -4%

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.