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566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
476
Private Trust Company
Ohio
$17.6K -$10.4K -500 -39%
SIC
477
Salem Investment Counselors
North Carolina
$17.2K
HFS
478
Hantz Financial Services
Michigan
$17K +$4.11K +198 +38%
CT
479
Clearstead Trust
Maine
$16.8K
HWM
480
Hemington Wealth Management
Virginia
$16K +$1.85K +89 +14%
BTI
481
Blue Trust Inc
Georgia
$15.7K +$311 +15 +2%
SL
482
Salomon & Ludwin
Virginia
$15K +$13K +625 New
SPIA
483
Steward Partners Investment Advisory
New York
$14.6K +$2.39K +115 +22%
CH
484
Cromwell Holdings
Wyoming
$14.3K
OAJ
485
Ogorek Anthony Joseph
New York
$14K -$1.18K -57 -8%
AA
486
Addison Advisors
Vermont
$13K
AW
487
Avion Wealth
Texas
$12K
DWM
488
Dogwood Wealth Management
Kansas
$11.2K +$104 +5 +1%
RTL
489
Red Tortoise LLC
Georgia
$10.2K
WA
490
WPG Advisers
Maryland
$9.47K +$1.6K +77 +23%
SIC
491
SJS Investment Consulting
Ohio
$9.15K +$7.2K +347 +667%
CIA
492
Cape Investment Advisory
Georgia
$9.06K +$1.93K +93 +31%
AWM
493
Activest Wealth Management
Florida
$7.5K +$125 +6 +2%
PMFA
494
Plante Moran Financial Advisors
Michigan
$6.77K +$6.12K +295 New
FFO
495
Fortitude Family Office
Arizona
$6.49K +$249 +12 +4%
BWAM
496
Boyd Watterson Asset Management
Ohio
$6.13K
PGAM
497
Princeton Global Asset Management
New Jersey
$5.92K
FHC
498
First Horizon Corporation
Tennessee
$5.8K +$5.25K +253 New
JWA
499
JFS Wealth Advisors
Pennsylvania
$5.69K +$353 +17 +7%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$5.67K