We are live on ! Find out more

566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$47.5K +$33.8K +1,627 +367%
BBHC
452
Brown Brothers Harriman & Co
New York
$46.9K +$25.6K +1,231 +151%
IA
453
IFP Advisors
Florida
$46.1K -$2.43K -117 -6%
Federated Hermes
454
Federated Hermes
Pennsylvania
$43.7K -$872 -42 -2%
MCM
455
Manchester Capital Management
Vermont
$43.1K -$5.65K -272 -13%
UOTTAIMCU
456
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$41K +$37.1K +1,787 New
HWA
457
HHM Wealth Advisors
Tennessee
$37.9K
QC
458
Quent Capital
New York
$36.8K +$33.3K +1,604 New
CG
459
Curat Global
New Hampshire
$36.7K
OIA
460
Optimum Investment Advisors
Illinois
$36.7K
DMBA
461
Deseret Mutual Benefit Administrators
Utah
$35.2K -$5.98K -288 -16%
LFG
462
Larson Financial Group
Missouri
$33.6K +$11.6K +558 +61%
AS
463
Altshuler Shaham
Israel
$32.9K +$4.38K +211 +17%
RFP
464
Root Financial Partners
California
$30.5K +$27.6K +1,328 New
CBT
465
Crews Bank & Trust
Florida
$30.4K
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$30.1K
SIM
467
Sentry Investment Management
Wisconsin
$30K +$25.7K +1,236 New
OL
468
OneFund LLC
Florida
$28.2K +$830 +40 +3%
IBOK
469
Independence Bank of Kentucky
Kentucky
$27.8K
CB
470
CNB Bank
Pennsylvania
$26.4K +$23.9K +1,153 New
TWC
471
TD Waterhouse Canada
Ontario, Canada
$23.2K
SAM
472
Smartleaf Asset Management
Massachusetts
$22.4K +$13.4K +644 +196%
MHR
473
Matthew Hamilton Rosenberg
$21.8K
GCM
474
Gables Capital Management
Florida
$21.4K
HPC
475
HM Payson & Co
Maine
$18.1K +$16.4K +790 New