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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
CPG
476
Cornerstone Planning Group
New Jersey
$1.93K -$3K -209 -70%
PWMG
477
Prestige Wealth Management Group
New Jersey
$1.86K
FWM
478
FSA Wealth Management
Massachusetts
$1.77K
NA
479
NewEdge Advisors
Louisiana
$1.7K +$14 +1 +0.9%
RWM
480
Rialto Wealth Management
New York
$1.66K +$1.51K +105 New
NWM
481
Nova Wealth Management
Florida
$1.58K +$1.44K +100 New
DPW
482
DiNuzzo Private Wealth
Pennsylvania
$1.53K +$187 +13 +15%
HHMI
483
Howard Hughes Medical Institute
Maryland
$1.51K +$1.38K +96 New
Q1WB
484
Quest 10 Wealth Builders
Virginia
$1.41K
CFD
485
Creative Financial Designs
Indiana
$1.34K +$144 +10 +13%
GWM
486
Geneos Wealth Management
Colorado
$1.31K -$1.28K -89 -52%
1IA
487
1620 Investment Advisors
Massachusetts
$1.26K
WTC
488
WhitTier Trust Company
Nevada
$1.26K
HI
489
Harbour Investments
Wisconsin
$994 -$165K -11,499 -99%
HFS
490
Hughes Financial Services
Virginia
$886 -$330 -23 -35%
SWM
491
Spire Wealth Management
Virginia
$883 -$11.6K -811 -94%
T
492
Tidemark
California
$867
GBT
493
Grove Bank & Trust
Florida
$836 -$2.18K -152 -74%
SIC
494
SJS Investment Consulting
Ohio
$821 -$546 -38 -42%
PWMG
495
Private Wealth Management Group
New Jersey
$726 -$4.29K -299 -87%
PWA
496
Principia Wealth Advisory
Texas
$710 +$144 +10 +29%
ACA
497
American Capital Advisory
Idaho
$647 +$589 +41 New
DF
498
Dunhill Financial
United Kingdom
$639 -$14 -1 -2%
KG
499
Kilter Group
New York
$631 +$574 +40 New
BC
500
Bayforest Capital
United Kingdom
$615 -$92.7K -6,452 -99%

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.