IVZ icon

Invesco

549 hedge funds and large institutions have $8.95B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 170

7% more funds holding

Funds holding: 514549 (+35)

4.26% less ownership

Funds ownership: 91.7%87.44% (-4.3%)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$59.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$33.6K
AS
452
Altshuler Shaham
Israel
$32.9K
RFP
453
Root Financial Partners
California
$30.5K
CBT
454
Crews Bank & Trust
Florida
$30.4K
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$30.1K
SIM
456
Sentry Investment Management
Wisconsin
$30K
OL
457
OneFund LLC
Florida
$28.2K
IBOK
458
Independence Bank of Kentucky
Kentucky
$27.8K
CB
459
CNB Bank
Pennsylvania
$26.4K
TWC
460
TD Waterhouse Canada
Ontario, Canada
$23.2K
SAM
461
Smartleaf Asset Management
Massachusetts
$22.4K
MHR
462
Matthew Hamilton Rosenberg
$21.8K
GCM
463
Gables Capital Management
Florida
$21.4K
HPC
464
HM Payson & Co
Maine
$18.1K
PTC
465
Private Trust Company
Ohio
$17.6K
SIC
466
Salem Investment Counselors
North Carolina
$17.2K
HFS
467
Hantz Financial Services
Michigan
$17K
CT
468
Clearstead Trust
Maine
$16.8K
HWM
469
Hemington Wealth Management
Virginia
$16K
BTI
470
Blue Trust Inc
Georgia
$15.7K
SL
471
Salomon & Ludwin
Virginia
$15K
SPIA
472
Steward Partners Investment Advisory
New York
$14.6K
CH
473
Cromwell Holdings
Wyoming
$14.3K
OAJ
474
Ogorek Anthony Joseph
New York
$14K
AA
475
Addison Advisors
Vermont
$13K