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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
SAM
451
Smartleaf Asset Management
Massachusetts
$5.17K -$8.86K -617 -65%
AWM
452
Activest Wealth Management
Florida
$5.06K +$4.61K +321 New
AAS
453
Ameritas Advisory Services
Nebraska
$4.97K +$4.52K +315 New
CIA
454
Cape Investment Advisory
Georgia
$4.76K +$1.18K +82 +37%
SSG
455
Summit Securities Group
New York
$4.75K -$34.3K -2,387 -89%
FFO
456
Fortitude Family Office
Arizona
$4.27K -$1.95K -136 -33%
BWAM
457
Boyd Watterson Asset Management
Ohio
$4.21K
PGAM
458
Princeton Global Asset Management
New Jersey
$4.07K +$3.71K +258 New
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$3.9K
TSMHT
460
Thurston Springer Miller Herd & Titak
Indiana
$3.77K +$43 +3 +1%
W
461
WealthCollab
Washington
$3.71K
JWA
462
JFS Wealth Advisors
Pennsylvania
$3.64K -$2.07K -144 -38%
WTFG
463
Wood Tarver Financial Group
Idaho
$3K
CT
464
Colonial Trust
South Carolina
$3K +$2.73K +190 New
OP
465
ORG Partners
Indiana
$2.78K +$819 +57 +50%
JGIA
466
Jackson Grant Investment Advisers
Connecticut
$2.7K
HNB
467
Hilltop National Bank
Wyoming
$2.56K +$2.33K +162 New
EB
468
Eastern Bank
Massachusetts
$2.54K
HT
469
Headlands Technologies
Illinois
$2.33K -$136K -9,448 -98%
SC
470
SouthState Corp
Florida
$2.18K -$2.53K -176 -56%
GM
471
GeoWealth Management
Illinois
$2.03K +$1.85K +129 New
GKIM
472
GW&K Investment Management
Massachusetts
$2K +$388 +27 +24%
GRP
473
Global Retirement Partners
California
$1.99K +$1.81K +126 New
SWP
474
SIMA Wealth Partners
Virginia
$1.97K
CTC
475
Central Trust Company
Missouri
$1.94K

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.