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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
MHR
426
Matthew Hamilton Rosenberg
$15K
LSA
427
Leonteq Securities AG
Switzerland
$14.9K +$6.38K +444 +88%
NC
428
NewSquare Capital
Pennsylvania
$14.8K +$12.2K +850 +934%
GCM
429
Gables Capital Management
Florida
$14.7K
LFG
430
Larson Financial Group
Missouri
$14.3K +$6.66K +464 +105%
BBHC
431
Brown Brothers Harriman & Co
New York
$12.9K +$4.41K +307 +60%
MYIA
432
Mount Yale Investment Advisors
Colorado
$12.4K +$11.3K +788 New
SIC
433
Salem Investment Counselors
North Carolina
$11.8K
CT
434
Clearstead Trust
Maine
$11.5K +$10.5K +732 New
WT
435
Whittier Trust
California
$11.5K -$5.5K -383 -34%
OAJ
436
Ogorek Anthony Joseph
New York
$11K +$6.19K +431 +161%
BTI
437
Blue Trust Inc
Georgia
$10.6K -$5.72K -398 -37%
HWM
438
Hemington Wealth Management
Virginia
$10K +$1.55K +108 +20%
CH
439
Cromwell Holdings
Wyoming
$9.84K -$5.41K -377 -38%
AA
440
Addison Advisors
Vermont
$8.91K +$8.11K +565 New
SPIA
441
Steward Partners Investment Advisory
New York
$8.2K -$618 -43 -8%
DWM
442
Dogwood Wealth Management
Kansas
$8.09K +$86 +6 +1%
AW
443
Avion Wealth
Texas
$8K +$517 +36 +7%
HFS
444
Hantz Financial Services
Michigan
$8K +$6.99K +487 +1,218%
FHA
445
First Horizon Advisors
Tennessee
$7.49K +$2.15K +150 +46%
TPWA
446
Twin Peaks Wealth Advisors
California
$7.07K +$4.83K +336 New
RTL
447
Red Tortoise LLC
Georgia
$7.03K
TWD
448
True Wealth Design
Ohio
$6.99K -$25.1K -1,751 -80%
WA
449
Whipplewood Advisors
Colorado
$6.01K -$849K -59,138 -99%
WA
450
WPG Advisers
Maryland
$5.3K +$3.96K +276 +460%

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.