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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
AB
401
ANB Bank
Colorado
$314K -$5.23K -214 -2%
IFG
402
Independent Financial Group
California
$311K -$91.8K -3,757 -24%
KFS
403
Keynote Financial Services
Connecticut
$309K
UCB
404
United Community Bank
South Carolina
$307K +$122 +5 +0%
CCA
405
Carrera Capital Advisors
Michigan
$301K +$9.96K +408 +4%
KBC Group
406
KBC Group
Belgium
$300K
USCWA
407
U.S. Capital Wealth Advisors
Texas
$299K +$278K +11,381 New
SMDAM
408
Sumitomo Mitsui DS Asset Management
Japan
$298K
RS
409
R Squared
Hong Kong
$297K +$48.4K +1,982 +21%
UCFA
410
United Capital Financial Advisors
Texas
$296K +$52.4K +2,145 +23%
AWM
411
Adams Wealth Management
Utah
$295K -$38.1K -1,558 -12%
CI
412
CacheTech Inc
Utah
$295K -$38.1K -1,558 -12%
CWM
413
Cornerstone Wealth Management
Missouri
$294K +$12.2K +500 +5%
SCA
414
Stonebridge Capital Advisors
Minnesota
$292K -$17.1K -700 -6%
SCP
415
Sivia Capital Partners
California
$291K +$3.32K +136 +1%
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
$284K +$265K +10,831 New
SWP
417
Stratos Wealth Partners
Ohio
$284K -$20.4K -836 -7%
DS
418
DRW Securities
Illinois
$283K -$315K -12,901 -55%
MWM
419
MinichMacGregor Wealth Management
New York
$280K -$58.2K -2,382 -18%
VSQM
420
V-Square Quantitative Management
Illinois
$277K -$161K -6,573 -38%
PAM
421
Panagora Asset Management
Massachusetts
$271K -$879 -36 -0.3%
S
422
SignatureFD
Georgia
$271K -$22.9K -939 -8%
BCI
423
Brinker Capital Investments
Pennsylvania
$266K +$247K +10,129 New
VCM
424
Versant Capital Management
Arizona
$262K +$15.2K +624 +7%
BAAM
425
Baker Avenue Asset Management
California
$253K -$1.64K -67 -0.7%

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.