We are live on ! Find out more

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
QCG
351
Quadrant Capital Group
Ohio
$188K -$136K -9,472 -44%
KFS
352
Keynote Financial Services
Connecticut
$185K -$4.98K -347 -3%
TCM
353
Teza Capital Management
Illinois
$184K -$105K -7,314 -38%
AC
354
AXQ Capital
New Jersey
$182K -$320K -22,250 -66%
KBC Group
355
KBC Group
Belgium
$180K -$808K -56,258 -83%
PAG
356
Private Advisor Group
New Jersey
$180K +$164K +11,405 New
Kovitz Investment Group Partners
357
Kovitz Investment Group Partners
Illinois
$177K -$5.57K -388 -3%
CWM
358
Cornerstone Wealth Management
Missouri
$177K +$161K +11,200 New
AAS
359
Avantax Advisory Services
Texas
$176K -$3.99K -278 -2%
CCM
360
Coldstream Capital Management
Washington
$174K +$16.7K +1,164 +12%
CCA
361
Carrera Capital Advisors
Michigan
$173K -$984K -68,553 -86%
WA
362
Waddell & Associates
Tennessee
$172K +$156K +10,893 New
TC
363
TwinBeech Capital
New York
$171K +$156K +10,868 New
S
364
SignatureFD
Georgia
$171K -$107K -7,449 -41%
PAM
365
Panagora Asset Management
Massachusetts
$168K +$1.11K +77 +0.7%
MGP
366
Metis Global Partners
California
$167K +$152K +10,597 New
CC
367
Corton Capital
Ontario, Canada
$161K +$146K +10,190 New
SFA
368
Sequoia Financial Advisors
Ohio
$158K +$144K +10,043 New
MSA
369
MUFG Securities Americas
New York
$156K +$28.6K +1,989 +25%
DekaBank Deutsche Girozentrale
370
DekaBank Deutsche Girozentrale
Germany
$149K +$819 +57 +0.6%
QL
371
Quarry LP
New York
$146K +$54.6K +3,801 +69%
VCM
372
Versant Capital Management
Arizona
$142K +$85.1K +5,929 +193%
SAM
373
Shell Asset Management
Netherlands
$138K -$32.9K -2,289 -21%
PHK
374
Point72 Hong Kong
Hong Kong
$136K +$124K +8,611 New
SS
375
SBI Securities
Japan
$135K +$4.44K +309 +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.