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518 hedge funds and large institutions have $6.17B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

19% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 176

1.4% more ownership

Funds ownership: 89.64%91.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

1% less funds holding

Funds holding: 524518 (-6)

12% less capital invested

Capital invested by funds: $7.04B → $6.17B (-$871M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
518
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
6.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
210
Reduced
176
Closed
70
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
476
SIMA Wealth Partners
Virginia
$1.9K +$2.13K +125 New
M
477
MOTCO
Texas
$1.9K +$2.13K +125 New
CTC
478
Central Trust Company
Missouri
$1.87K -$17.1K -1,000 -89%
PWMG
479
Prestige Wealth Management Group
New Jersey
$1.79K
OP
480
ORG Partners
Indiana
$1.75K
FWM
481
FSA Wealth Management
Massachusetts
$1.7K
BTD
482
BankPlus Trust Department
Mississippi
$1.62K
NA
483
NewEdge Advisors
Louisiana
$1.62K -$213K -12,454 -99%
TCA
484
Trifecta Capital Advisors
Illinois
$1.47K
NC
485
NewSquare Capital
Pennsylvania
$1.38K +$1.16K +68 +296%
SIC
486
SJS Investment Consulting
Ohio
$1.37K -$34 -2 -2%
Q1WB
487
Quest 10 Wealth Builders
Virginia
$1.36K -$10.5K -615 -87%
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$1.27K -$205 -12 -13%
HWP
489
Highline Wealth Partners
California
$1.24K +$1.4K +82 New
1IA
490
1620 Investment Advisors
Massachusetts
$1.21K
WTC
491
WhitTier Trust Company
Nevada
$1.21K
MCM
492
MV Capital Management
Maryland
$1.15K -$307 -18 -19%
CFD
493
Creative Financial Designs
Indiana
$1.14K -$3.11K -182 -71%
CFO
494
CVA Family Office
Colorado
$1.11K -$222 -13 -15%
HFS
495
Hantz Financial Services
Michigan
$1K +$683 +40 New
HFS
496
Hughes Financial Services
Virginia
$987 +$1.11K +65 New
ZBNA
497
Zions Bancorporation, National Association
Utah
$971 +$1.09K +64 New
WA
498
WPG Advisers
Maryland
$910
GFPC
499
Global Financial Private Client
Florida
$910 +$563 +33 +122%
T
500
Tidemark
California
$834 +$939 +55 New

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2025, worth a combined $6.17B — down 12% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IVZ and 68 opened new positions — a net loss of 2 holders — while 176 trimmed existing stakes and 210 added.

The largest buyer was Goldman Sachs, adding an estimated $59.8M. The largest seller was BlackRock, cutting an estimated $120M.

  • 518 institutional investors held Invesco (IVZ) as of Q1 2025, down from 524 in Q4 2024.
  • Funds reported $6.17B of Invesco stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new Invesco positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest Invesco buyer in Q1 2025 was Goldman Sachs, an estimated $59.8M added.
  • The largest Invesco seller in Q1 2025 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2025.