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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
Jane Street
26
Jane Street
New York
$60.8M +$42.7M +1,750,212 +310%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$54.3M +$42.6M +1,744,862 +990%
Bank of America
28
Bank of America
North Carolina
$54.1M +$14.5M +592,642 +40%
Ameriprise
29
Ameriprise
Minnesota
$53.1M +$11.7M +477,543 +31%
Amundi
30
Amundi
France
$52.9M +$5.84M +239,062 +13%
First Trust Advisors
31
First Trust Advisors
Illinois
$52M -$27.6M -1,130,518 -36%
N
32
Nuveen
North Carolina
$51.5M +$5.59M +228,934 +13%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$49M +$16.5M +677,452 +57%
LBA
34
Letko, Brosseau & Associates
Quebec, Canada
$41.4M -$627K -25,675 -2%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$38.5M +$35.8M +1,464,827 New
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$38M +$471K +19,291 +1%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$37.4M +$12.4M +506,444 +55%
Allianz Asset Management
38
Allianz Asset Management
Germany
$36.3M -$2.52M -103,317 -7%
Citigroup
39
Citigroup
New York
$35.8M +$15.4M +630,540 +86%
DGM
40
Delta Global Management
New York
$35.1M +$32.6M +1,336,596 New
QCM
41
Quantinno Capital Management
New York
$33.3M +$3.28M +134,278 +12%
WCM
42
Wedge Capital Management
North Carolina
$33.3M +$30.9M +1,265,865 New
Barclays
43
Barclays
United Kingdom
$31.7M -$13.7M -561,023 -32%
SEI Investments
44
SEI Investments
Pennsylvania
$30.8M +$24.8M +1,017,105 +691%
JP Morgan Chase
45
JP Morgan Chase
New York
$29.5M -$6.05M -247,847 -18%
BCM
46
Basswood Capital Management
New York
$29.3M +$4.66M +190,701 +21%
Walleye Trading
47
Walleye Trading
New York
$28.2M +$10.8M +442,619 +70%
EGM
48
Engineers Gate Manager
New York
$27.9M +$24.5M +1,002,231 +1,687%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$26.8M +$6.46M +264,351 +35%
Raymond James Financial
50
Raymond James Financial
Florida
$26.7M +$20.9M +855,665 +529%

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.