We are live on ! Find out more

566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$413K +$14.1K +677 +4%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$407K +$109K +5,265 +42%
GIM
328
Glenmede Investment Management
Pennsylvania
$405K -$70.9K -3,414 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
329
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$405K -$4.13K -199 -1%
SA
330
Sanctuary Advisors
Indiana
$404K +$20.2K +975 +6%
VSQM
331
V-Square Quantitative Management
Illinois
$393K +$14.3K +691 +4%
PFS
332
Prospera Financial Services
Texas
$391K +$21.2K +1,022 +6%
EW
333
Evoke Wealth
California
$390K +$45.7K +2,201 +15%
CI
334
CX Institutional
Indiana
$380K -$5.75K -277 -2%
IAA
335
Independent Advisor Alliance
North Carolina
$376K +$4.28K +206 +1%
NS
336
NBC Securities
Alabama
$373K -$2.08K -100 -0.6%
AC
337
AXQ Capital
New Jersey
$372K +$96.8K +4,662 +40%
TRCT
338
Tower Research Capital (TRC)
New York
$367K +$234K +11,259 +237%
Nomura Asset Management
339
Nomura Asset Management
Japan
$362K -$12.4K -597 -4%
IFG
340
Independent Financial Group
California
$358K -$297K -14,300 -48%
DCM
341
DGS Capital Management
New Jersey
$354K -$187 -9 -0.1%
DZ Bank
342
DZ Bank
Germany
$352K
HWM
343
HB Wealth Management
Georgia
$349K +$31.6K +1,524 +11%
ERIC
344
Eagle Rock Investment Company
Georgia
$348K
BIAS
345
Beacon Investment Advisory Services
New Jersey
$347K
PFM
346
Patton Fund Management
Texas
$347K +$314K +15,115 New
LGF
347
LGT Group Foundation
Liechtenstein
$338K -$117K -5,644 -28%
PCMC
348
Paragon Capital Management (Colorado)
Colorado
$331K -$15.5K -747 -5%
CFM
349
Catalyst Funds Management
Australia
$326K +$295K +14,200 New
AWA
350
Aaron Wealth Advisors
Illinois
$326K +$295K +14,195 New