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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
CSA
451
Cornerstone Select Advisors
Missouri
$217K +$201K +8,246 New
JSW
452
Journey Strategic Wealth
New Jersey
$215K +$200K +8,201 New
APP
453
Avantax Planning Partners
Iowa
$215K +$200K +8,187 New
AC
454
AlphaCore Capital
California
$211K +$196K +8,041 New
PPW
455
Parcion Private Wealth
Washington
$207K +$193K +7,884 New
NA
456
NewEdge Advisors
Louisiana
$206K +$189K +7,744 +7,170%
SS
457
SBI Securities
Japan
$203K -$8.77K -359 -4%
ACM
458
Aster Capital Management
United Arab Emirates
$203K +$54.3K +2,223 +40%
LI
459
Louisbourg Investments
New Brunswick, Canada
$196K +$183K +7,475 New
HI
460
Harbour Investments
Wisconsin
$190K -$6.35K -260 -3%
AA
461
AlphaCentric Advisors
Puerto Rico
$183K +$170K +6,966 New
GRP
462
Global Retirement Partners
California
$164K +$148K +6,064 +3,766%
RAM
463
Resona Asset Management
Japan
$153K +$20.2K +829 +17%
DekaBank Deutsche Girozentrale
464
DekaBank Deutsche Girozentrale
Germany
$151K
DB
465
Danske Bank
Denmark
$142K +$58.6K +2,400 +80%
MA
466
MCF Advisors
Kentucky
$126K -$31.3K -1,281 -21%
ZBNA
467
Zions Bancorporation, National Association
Utah
$122K +$13.7K +560 +14%
PA
468
Parallel Advisors
California
$115K +$33.2K +1,358 +45%
Rockefeller Capital Management
469
Rockefeller Capital Management
New York
$115K +$24.2K +992 +29%
Bessemer Group
470
Bessemer Group
New Jersey
$112K -$90.4K -3,703 -46%
AIP
471
Ameritas Investment Partners
Nebraska
$111K
EI
472
EFG International
$107K +$99.3K +4,066 New
WETS
473
Wealth Enhancement Trust Services
South Dakota
$106K +$98.4K +4,029 New
PG
474
Proffitt & Goodson
Tennessee
$96.3K -$12.2K -500 -12%
CIAM
475
Caitong International Asset Management
Hong Kong
$95.4K +$88.7K +3,630 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.