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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
UFF
326
USA Financial Formulas
Michigan
$543K +$505K +20,665 New
AI
327
Arvest Investments
Arkansas
$541K -$33.8K -1,385 -6%
IG
328
ING Group
Netherlands
$540K -$8.33K -341 -2%
IC
329
Inscription Capital
Texas
$521K
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$516K
WMA
331
Wealth Management Associates
New Jersey
$510K +$474K +19,410 New
KCM
332
Kendall Capital Management
Maryland
$508K -$6.11K -250 -1%
URS
333
Utah Retirement Systems
Utah
$505K
FFM
334
Forum Financial Management
Illinois
$503K +$147 +6 +0%
SA
335
Sanctuary Advisors
Indiana
$501K +$35.8K +1,467 +8%
Hudson Bay Capital Management
336
Hudson Bay Capital Management
Connecticut
$492K +$457K +18,710 New
M&T Bank
337
M&T Bank
New York
$485K +$207K +8,491 +85%
HWM
338
HB Wealth Management
Georgia
$483K +$77.7K +3,181 +21%
MSE
339
MUFG Securities EMEA
United Kingdom
$481K +$239K +9,767 +114%
PAS
340
Park Avenue Securities
New York
$472K -$29.6K -1,210 -6%
EW
341
Evoke Wealth
California
$464K +$15.9K +651 +4%
VRS
342
Virginia Retirement Systems
Virginia
$464K +$106K +4,350 +33%
EWA
343
EP Wealth Advisors
California
$461K +$428K +17,531 New
EDRH
344
Edmond de Rothschild Holding
Switzerland
$460K +$427K +17,500 New
Nomura Asset Management
345
Nomura Asset Management
Japan
$458K +$40.5K +1,658 +10%
KeyBank National Association
346
KeyBank National Association
Ohio
$451K +$419K +17,164 New
CI
347
CX Institutional
Indiana
$448K +$12.1K +497 +3%
SOW
348
State of Wyoming
Wyoming
$443K -$38.1K -1,558 -8%
QL
349
Quarry LP
New York
$442K +$351K +14,362 +580%
FCM
350
Fieldview Capital Management
Michigan
$442K +$411K +16,820 New

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.