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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
N
26
Nuveen
North Carolina
$29.7M -$511K -35,592 -2%
Macquarie Group
27
Macquarie Group
Australia
$28.9M +$3.61M +251,079 +16%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$25.3M +$2.56M +178,375 +12%
LBA
29
Letko, Brosseau & Associates
Quebec, Canada
$25.3M +$138K +9,575 +0.6%
Principal Financial Group
30
Principal Financial Group
Iowa
$23.2M +$1.01M +70,462 +5%
Millennium Management
31
Millennium Management
New York
$23M -$17.1M -1,192,273 -45%
UBS AM
32
UBS AM
Illinois
$22.8M +$5.78M +402,280 +38%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$20.8M +$11.5M +800,866 +154%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$19.5M +$132K +9,160 +0.7%
Axa
35
Axa
France
$19.5M +$4M +278,200 +29%
SLAM
36
Swiss Life Asset Management
$18.6M +$54.3K +3,781 +0.3%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$18.3M -$24.6M -1,712,790 -60%
Verition Fund Management
38
Verition Fund Management
Connecticut
$18.2M +$11M +769,293 +200%
Allianz Asset Management
39
Allianz Asset Management
Germany
$18M +$952K +66,257 +6%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$17.3M -$11.3M -789,759 -42%
JP Morgan Chase
41
JP Morgan Chase
New York
$17.3M -$6.06M -421,805 -28%
Prudential Financial
42
Prudential Financial
New Jersey
$16.6M +$6.83M +475,370 +82%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$16M +$14.5M +1,012,446 New
GL
44
Governors Lane
New York
$14.6M +$13.3M +925,217 New
Legal & General Group
45
Legal & General Group
United Kingdom
$13.9M +$1.37M +95,316 +12%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$13.8M +$5.56M +387,179 +79%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$13.8M +$1.18M +82,063 +10%
QCM
48
Quantinno Capital Management
New York
$13.3M +$4.54M +316,341 +60%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$12M +$5.98M +416,349 +121%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$12M -$26.6M -1,849,900 -71%

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.