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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
376
Waddell & Associates
Tennessee
$357K +$25.8K +1,057 +8%
Nomura Holdings
377
Nomura Holdings
Japan
$357K -$14M -572,121 -98%
BAMG
378
Brand Asset Management Group
Missouri
$354K +$71.4K +2,925 +28%
QCG
379
Quadrant Capital Group
Ohio
$354K +$36.7K +1,502 +13%
ECM
380
Everence Capital Management
Indiana
$350K
CIA
381
Caerus Investment Advisors
Texas
$350K +$62.1K +2,542 +24%
VT
382
Vise Technologies
New York
$346K +$10.4K +425 +3%
EW
383
Element Wealth
Mississippi
$343K +$220 +9 +0.1%
BFM
384
Boothbay Fund Management
New York
$340K +$316K +12,957 New
JTWM
385
Jackson Thornton Wealth Management
Alabama
$338K +$57.8K +2,366 +25%
AFG
386
Atomi Financial Group
New York
$337K +$72K +2,947 +30%
GAM
387
Gotham Asset Management
New York
$337K +$1.49K +61 +0.5%
LGF
388
LGT Group Foundation
Liechtenstein
$337K -$46.7K -1,910 -13%
US Bancorp
389
US Bancorp
Minnesota
$336K -$1.98K -81 -0.6%
CCM
390
Coldstream Capital Management
Washington
$327K +$14K +573 +5%
NDSIB
391
North Dakota State Investment Board
North Dakota
$326K +$303K +12,405 New
GT
392
Greenleaf Trust
Michigan
$325K -$562 -23 -0.2%
CL
393
Choreo LLC
Illinois
$324K +$299K +12,247 New
MG
394
Mather Group
Illinois
$323K +$42.8K +1,753 +17%
JIC
395
Johnson Investment Counsel
Ohio
$319K +$297K +12,144 New
SAM
396
Securian Asset Management
Minnesota
$318K -$230K -9,435 -44%
BFG
397
Bleakley Financial Group
New Jersey
$317K +$295K +12,078 New
CRC
398
Curi RMB Capital
Illinois
$316K +$294K +12,041 New
EL
399
EWA LLC
Pennsylvania
$316K +$294K +12,038 New
MSA
400
MUFG Securities Americas
New York
$315K -$855 -35 -0.3%

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.