IVZ icon

Invesco

549 hedge funds and large institutions have $8.95B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 170

7% more funds holding

Funds holding: 514549 (+35)

4.26% less ownership

Funds ownership: 91.7%87.44% (-4.3%)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$59.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Steinberganna Wealth Management
New York
$201K
RWM
402
Ritholtz Wealth Management
New York
$201K
SSG
403
Summit Securities Group
New York
$201K
SO
404
STRS Ohio
Ohio
$200K
MSE
405
MUFG Securities EMEA
United Kingdom
$196K
SS
406
SBI Securities
Japan
$186K
Bessemer Group
407
Bessemer Group
New Jersey
$184K
HI
408
Harbour Investments
Wisconsin
$172K
BC
409
Bayforest Capital
United Kingdom
$160K
NFSG
410
Newbridge Financial Services Group
Florida
$154K
PS
411
Principal Securities
Iowa
$148K
C
412
Covestor
United Kingdom
$147K
Simplex Trading
413
Simplex Trading
Illinois
$142K
MA
414
MCF Advisors
Kentucky
$140K
PAS
415
Point72 Asia (Singapore)
Singapore
$126K
ACM
416
Aster Capital Management
United Arab Emirates
$126K
RAM
417
Resona Asset Management
Japan
$112K
AIP
418
Ameritas Investment Partners
Nebraska
$96.9K
TPCW
419
TD Private Client Wealth
New York
$95.6K
PG
420
Proffitt & Goodson
Tennessee
$95.6K
ZBNA
421
Zions Bancorporation, National Association
Utah
$93.5K
CIM
422
Contravisory Investment Management
Massachusetts
$89.1K
SAM
423
Shell Asset Management
Netherlands
$82K
CT
424
Caldwell Trust
Florida
$79.6K
EPIM
425
Evelyn Partners Investment Management
$79.6K