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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
CB
426
Commerce Bank
Missouri
$252K
IIC
427
Ironwood Investment Counsel
Arizona
$252K +$235K +9,601 New
GS
428
GTS Securities
New York
$252K +$234K +9,598 New
MGP
429
Metis Global Partners
California
$252K -$21.6K -883 -8%
BIG
430
Brooklyn Investment Group
New York
$251K +$229K +9,365 New
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$249K -$202K -8,256 -47%
WWC
432
Waypoint Wealth Counsel
Georgia
$249K +$15K +616 +7%
RWM
433
Ritholtz Wealth Management
New York
$247K +$15.7K +644 +7%
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$245K +$8.67K +355 +4%
PWM
435
Perigon Wealth Management
California
$242K +$7.25K +297 +3%
NG
436
Norden Group
Utah
$242K +$225K +9,209 New
PFM
437
Patton Fund Management
Texas
$238K -$148K -6,068 -40%
AWA
438
Aaron Wealth Advisors
Illinois
$237K -$126K -5,163 -36%
AAP
439
Arax Advisory Partners
Colorado
$236K -$6.23M -254,946 -97%
ACM
440
AlphaStar Capital Management
North Carolina
$234K +$218K +8,918 New
SO
441
STRS Ohio
Ohio
$229K +$366 +15 +0.2%
MWM
442
Manske Wealth Management
Texas
$229K +$213K +8,716 New
SP
443
Symmetry Partners
Connecticut
$229K -$4.93K -202 -2%
DWT
444
Dorsey & Whitney Trust
South Dakota
$226K +$210K +8,603 New
C
445
Certuity
Florida
$225K +$210K +8,583 New
TI
446
Tidal Investments
Wisconsin
$224K +$208K +8,525 New
LNWTC
447
Laird Norton Wetherby Trust Company
Washington
$222K +$207K +8,463 New
UWS
448
Unique Wealth Strategies
Illinois
$219K +$204K +8,335 New
KP
449
Keel Point
Alabama
$218K +$203K +8,300 New
SAI
450
Savvy Advisors Inc
New York
$217K +$202K +8,278 New

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.