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
HI
376
Horizon Investments
North Carolina
$118K +$13.9K +969 +15%
VanEck Associates
377
VanEck Associates
New York
$116K -$3.56K -248 -3%
Bessemer Group
378
Bessemer Group
New Jersey
$104K +$4.38K +305 +5%
BIG
379
Brooklyn Investment Group
New York
$100K +$12.9K +899 +16%
NICM
380
Neo Ivy Capital Management
New York
$94K +$85.6K +5,963 New
ETC
381
Exchange Traded Concepts
Oklahoma
$89.9K -$6.55K -456 -7%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.7K -$1.65M -114,843 -95%
RAM
383
Resona Asset Management
Japan
$78.5K +$15.2K +1,055 +27%
TRCT
384
Tower Research Capital (TRC)
New York
$74.9K -$225K -15,663 -77%
PS
385
Principal Securities
Iowa
$72.8K +$30.6K +2,131 +86%
PG
386
Proffitt & Goodson
Tennessee
$72.6K +$66.1K +4,606 New
AIP
387
Ameritas Investment Partners
Nebraska
$66.6K -$9.54K -664 -14%
UCB
388
United Community Bank
South Carolina
$65.9K +$29 +2 +0%
CT
389
Caldwell Trust
Florida
$65.4K -$21.5K -1,500 -27%
ZBNA
390
Zions Bancorporation, National Association
Utah
$63.8K +$57.1K +3,979 +6,217%
TPCW
391
TD Private Client Wealth
New York
$63.2K +$5.84K +407 +11%
KIM
392
Kestra Investment Management
Texas
$61.1K +$49.4K +3,443 +772%
EPIM
393
Evelyn Partners Investment Management
$54.7K
IGAM
394
iA Global Asset Management
Quebec, Canada
$52K -$214K -14,902 -82%
MA
395
MCF Advisors
Kentucky
$50.1K -$42.9K -2,984 -48%
DB
396
Danske Bank
Denmark
$47.3K -$50.3K -3,500 -54%
SCM
397
Silvant Capital Management
Georgia
$41.8K
UB
398
UMB Bank
Missouri
$41.4K +$11.8K +824 +46%
AAP
399
Arax Advisory Partners
Colorado
$40.5K -$136K -9,463 -79%
PA
400
Parallel Advisors
California
$40.4K -$7.4K -515 -17%

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.