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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
HT
376
Headlands Technologies
Illinois
$146K -$94.9K -5,562 -37%
DekaBank Deutsche Girozentrale
377
DekaBank Deutsche Girozentrale
Germany
$142K -$973 -57 -0.6%
ACM
378
Aquatic Capital Management
Illinois
$132K -$1.64M -96,327 -92%
SS
379
SBI Securities
Japan
$125K +$21.3K +1,247 +18%
ACA
380
Atlas Capital Advisors
Wyoming
$120K +$135K +7,938 New
MSA
381
MUFG Securities Americas
New York
$120K +$22.1K +1,296 +20%
VanEck Associates
382
VanEck Associates
New York
$115K -$2.63M -154,151 -95%
HRC
383
Hoertkorn Richard Charles
$106K
HI
384
Horizon Investments
North Carolina
$98.9K +$5.15K +302 +5%
DB
385
Danske Bank
Denmark
$98.6K
BC
386
Bayforest Capital
United Kingdom
$98.5K +$111K +6,491 New
Bessemer Group
387
Bessemer Group
New Jersey
$96K -$1.43M -83,591 -93%
MA
388
MCF Advisors
Kentucky
$93.4K -$2.32K -136 -2%
ETC
389
Exchange Traded Concepts
Oklahoma
$93.4K +$11.8K +689 +13%
CT
390
Caldwell Trust
Florida
$85.7K
AssetMark Inc
391
AssetMark Inc
California
$83.3K +$34.1K +1,998 +57%
QL
392
Quarry LP
New York
$83.2K +$82.2K +4,816 +720%
BIG
393
Brooklyn Investment Group
New York
$82.9K +$13.7K +800 +17%
AIP
394
Ameritas Investment Partners
Nebraska
$74.2K
EWA
395
EverSource Wealth Advisors
Alabama
$69.8K +$14.7K +863 +23%
Credit Agricole
396
Credit Agricole
France
$64.6K -$1.7M -99,619 -96%
UCB
397
United Community Bank
South Carolina
$63.4K +$1.91K +112 +3%
QC
398
Quent Capital
New York
$62.4K -$3.43K -201 -5%
RAM
399
Resona Asset Management
Japan
$59.9K +$16.9K +990 +34%
C
400
Covestor
United Kingdom
$55K -$666 -39 -1%

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.