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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
VSQM
351
V-Square Quantitative Management
Illinois
$196K +$2.13K +125 +1%
KFGK
352
Keystone Financial Group (Kentucky)
Kentucky
$193K -$3.53K -207 -2%
USAA
353
United Services Automobile Association
Texas
$193K
RS
354
R Squared
Hong Kong
$192K +$57.3K +3,360 +36%
US Bancorp
355
US Bancorp
Minnesota
$192K -$2.88K -169 -1%
EWA
356
EP Wealth Advisors
California
$189K +$13.5K +792 +7%
SCA
357
Stonebridge Capital Advisors
Minnesota
$187K -$22.2K -1,300 -10%
KFS
358
Keynote Financial Services
Connecticut
$183K +$206K +12,091 New
AAP
359
Arax Advisory Partners
Colorado
$183K +$189K +11,074 +1,155%
NCM
360
Novare Capital Management
North Carolina
$182K
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$176K -$68.9K -4,037 -26%
HI
362
Harbour Investments
Wisconsin
$175K
AAS
363
Avantax Advisory Services
Texas
$173K +$4.74K +278 +2%
SG Americas Securities
364
SG Americas Securities
New York
$171K +$6.11K +358 +3%
IAA
365
Independent Advisor Alliance
North Carolina
$170K +$191K +11,215 New
CI
366
CX Institutional
Indiana
$170K +$6.52K +382 +4%
SAM
367
Shell Asset Management
Netherlands
$168K -$8.16K -478 -4%
MF
368
Magnetar Financial
Illinois
$160K -$13.4K -786 -7%
PAM
369
Panagora Asset Management
Massachusetts
$160K +$7.75K +454 +4%
UCFA
370
United Capital Financial Advisors
Texas
$159K -$34.4K -2,016 -16%
WPC
371
Wedmont Private Capital
Pennsylvania
$158K -$114K -6,658 -35%
MC
372
Moors & Cabot
Massachusetts
$155K -$4.61K -270 -3%
MAS
373
Meeder Advisory Services
Ohio
$155K +$174K +10,218 New
M&T Bank
374
M&T Bank
New York
$153K -$38.2K -2,237 -18%
CCM
375
Coldstream Capital Management
Washington
$149K -$21K -1,231 -11%

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.