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518 hedge funds and large institutions have $6.17B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

19% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 176

1.4% more ownership

Funds ownership: 89.64%91.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

1% less funds holding

Funds holding: 524518 (-6)

12% less capital invested

Capital invested by funds: $7.04B → $6.17B (-$871M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
518
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
6.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
210
Reduced
176
Closed
70
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$20.7K +$1.77K +104 +8%
PTC
427
Private Trust Company
Ohio
$20.5K
CBT
428
Crews Bank & Trust
Florida
$20.1K -$20.5K -1,200 -48%
CIAM
429
Caitong International Asset Management
Hong Kong
$19.3K -$25.1K -1,470 -54%
Walleye Capital
430
Walleye Capital
New York
$18.7K +$21.1K +1,234 New
WT
431
Whittier Trust
California
$16.9K -$7.36K -431 -28%
BTI
432
Blue Trust Inc
Georgia
$16.2K +$8.07K +473 +79%
HCP
433
Hexagon Capital Partners
Arkansas
$16K +$2.25K +132 +14%
CH
434
Cromwell Holdings
Wyoming
$15.2K
TWC
435
TD Waterhouse Canada
Ontario, Canada
$15.1K
MHR
436
Matthew Hamilton Rosenberg
$14.4K
CA
437
CoreCap Advisors
Michigan
$14.4K +$9.35K +548 +137%
SAM
438
Smartleaf Asset Management
Massachusetts
$14.4K -$2.46K -144 -13%
GCM
439
Gables Capital Management
Florida
$14.2K
SWM
440
Spire Wealth Management
Virginia
$13.2K +$13.1K +769 +785%
SIC
441
Salem Investment Counselors
North Carolina
$11.4K
LC
442
Lindbrook Capital
California
$11.1K
SPIA
443
Steward Partners Investment Advisory
New York
$8.54K -$68 -4 -0.7%
AW
444
Avion Wealth
Texas
$8K
HWM
445
Hemington Wealth Management
Virginia
$8K +$2.92K +171 +48%
CA
446
Continuum Advisory
Idaho
$7.98K -$1.69K -99 -16%
BBHC
447
Brown Brothers Harriman & Co
New York
$7.71K +$6.08K +356 +234%
LSA
448
Leonteq Securities AG
Switzerland
$7.57K -$216K -12,666 -96%
DWM
449
Dogwood Wealth Management
Kansas
$7.25K +$102 +6 +1%
RTL
450
Red Tortoise LLC
Georgia
$6.77K

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2025, worth a combined $6.17B — down 12% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IVZ and 68 opened new positions — a net loss of 2 holders — while 176 trimmed existing stakes and 210 added.

The largest buyer was Goldman Sachs, adding an estimated $59.8M. The largest seller was BlackRock, cutting an estimated $120M.

  • 518 institutional investors held Invesco (IVZ) as of Q1 2025, down from 524 in Q4 2024.
  • Funds reported $6.17B of Invesco stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new Invesco positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest Invesco buyer in Q1 2025 was Goldman Sachs, an estimated $59.8M added.
  • The largest Invesco seller in Q1 2025 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2025.