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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
WA
351
Waverly Advisors
Alabama
$439K +$135K +5,536 +50%
IWA
352
IBEX Wealth Advisors
New Jersey
$437K +$406K +16,638 New
FC
353
Farringdon Capital
United Kingdom
$435K +$405K +16,564 New
TVAMP
354
Tennessee Valley Asset Management Partners
Tennessee
$434K -$254K -10,394 -39%
IAA
355
Independent Advisor Alliance
North Carolina
$432K +$1.59K +65 +0.4%
N
356
Natixis
France
$431K -$5.95M -243,525 -94%
NS
357
NBC Securities
Alabama
$427K
BIAS
358
Beacon Investment Advisory Services
New Jersey
$420K +$21K +859 +6%
MCM
359
MAI Capital Management
Ohio
$420K -$49K -2,006 -11%
XT
360
XTX Topco
Cayman Islands
$418K +$388K +15,901 New
GT
361
Glenmede Trust
Pennsylvania
$415K +$386K +15,807 New
DCM
362
DGS Capital Management
New Jersey
$410K +$4.67K +191 +1%
SAM
363
Sagewood Asset Management
New York
$406K +$378K +15,457 New
DZ Bank
364
DZ Bank
Germany
$404K
ERIC
365
Eagle Rock Investment Company
Georgia
$399K
CPIG
366
Chicago Partners Investment Group
Illinois
$395K +$55.5K +2,274 +20%
DTL
367
Dynamic Technology Lab
Singapore
$393K +$365K +14,945 New
GFPC
368
Global Financial Private Client
Florida
$392K +$365K +14,937 New
PFS
369
Prospera Financial Services
Texas
$392K -$51.8K -2,121 -12%
GAM
370
Generali Asset Management
Italy
$384K +$19.9K +813 +6%
PCMC
371
Paragon Capital Management (Colorado)
Colorado
$383K +$3K +123 +0.9%
TCA
372
Transcend Capital Advisors
New Jersey
$379K +$31.9K +1,304 +10%
EWA
373
EverSource Wealth Advisors
Alabama
$378K +$19.7K +807 +6%
HF
374
Holcombe Financial
Georgia
$370K
IRC
375
Investors Research Corp
Georgia
$357K -$433K -17,712 -57%

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.