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Invesco

617 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 250 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$422M
Puts
$32.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$249K
WWC
427
Waypoint Wealth Counsel
Georgia
$249K
RWM
428
Ritholtz Wealth Management
New York
$247K
Parallax Volatility Advisers
429
Parallax Volatility Advisers
California
$245K
PWM
430
Perigon Wealth Management
California
$242K
NG
431
Norden Group
Utah
$242K
PFM
432
Patton Fund Management
Texas
$238K
AWA
433
Aaron Wealth Advisors
Illinois
$237K
AAP
434
Arax Advisory Partners
Colorado
$236K
ACM
435
AlphaStar Capital Management
North Carolina
$234K
SO
436
STRS Ohio
Ohio
$229K
MWM
437
Manske Wealth Management
Texas
$229K
SP
438
Symmetry Partners
Connecticut
$229K
DWT
439
Dorsey & Whitney Trust
South Dakota
$226K
C
440
Certuity
Florida
$225K
TI
441
Tidal Investments
Wisconsin
$224K
LNWTC
442
Laird Norton Wetherby Trust Company
Washington
$222K
KP
443
Keel Point
Alabama
$218K
SAI
444
Savvy Advisors Inc
New York
$217K
CSA
445
Cornerstone Select Advisors
Missouri
$217K
JSW
446
Journey Strategic Wealth
New Jersey
$215K
APP
447
Avantax Planning Partners
Iowa
$215K
AC
448
AlphaCore Capital
California
$211K
PPW
449
Parcion Private Wealth
Washington
$207K
NA
450
NewEdge Advisors
Louisiana
$206K