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
CAL
401
Capital Analysts LLC
Pennsylvania
$40K -$43 -3 -0.1%
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$36K +$6.62K +461 +25%
HNB
403
Huntington National Bank
Ohio
$34.8K -$3.98K -277 -11%
MCM
404
Manchester Capital Management
Vermont
$33.9K -$977 -68 -3%
PFBT
405
Parkside Financial Bank & Trust
Missouri
$33.6K -$2.43K -169 -7%
IA
406
IFP Advisors
Florida
$33.5K +$10.9K +761 +56%
TC
407
Truvestments Capital
Florida
$33.2K -$20.3K -1,414 -40%
CIM
408
Contravisory Investment Management
Massachusetts
$33.2K -$642K -44,692 -96%
Federated Hermes
409
Federated Hermes
Pennsylvania
$30.7K -$302 -21 -1%
CM
410
Caption Management
Oklahoma
$30.4K +$27.7K +1,929 New
CAWM
411
Capital A Wealth Management
Pennsylvania
$29.7K +$23.5K +1,633 +4,803%
DMBA
412
Deseret Mutual Benefit Administrators
Utah
$28.8K
HWA
413
HHM Wealth Advisors
Tennessee
$26K -$6.46K -450 -21%
CG
414
Curat Global
New Hampshire
$25.4K -$23.1K -1,610 -50%
OIA
415
Optimum Investment Advisors
Illinois
$25.2K
WSFS
416
Wilmington Savings Fund Society
Delaware
$23.6K -$7.05K -491 -25%
CA
417
Clearstead Advisors
Ohio
$23.2K -$18.2K -1,266 -46%
CBT
418
Crews Bank & Trust
Florida
$20.9K
MSE
419
MUFG Securities EMEA
United Kingdom
$20.8K +$19K +1,320 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$20.7K -$2.99K -208 -14%
PTC
421
Private Trust Company
Ohio
$20K -$1.24K -86 -6%
AS
422
Altshuler Shaham
Israel
$19.3K +$17.6K +1,224 New
IBOK
423
Independence Bank of Kentucky
Kentucky
$19.1K +$17.4K +1,210 New
OL
424
OneFund LLC
Florida
$19K +$17.1K +1,188 New
TWC
425
TD Waterhouse Canada
Ontario, Canada
$16.1K

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.