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Invesco

549 hedge funds and large institutions have $8.95B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 170

7% more funds holding

Funds holding: 514549 (+35)

4.26% less ownership

Funds ownership: 91.7%87.44% (-4.3%)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$59.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
476
Avion Wealth
Texas
$12K
DWM
477
Dogwood Wealth Management
Kansas
$11.2K
RTL
478
Red Tortoise LLC
Georgia
$10.2K
WA
479
WPG Advisers
Maryland
$9.47K
SIC
480
SJS Investment Consulting
Ohio
$9.15K
AWM
481
Activest Wealth Management
Florida
$7.5K
PMFA
482
Plante Moran Financial Advisors
Michigan
$6.77K
FFO
483
Fortitude Family Office
Arizona
$6.49K
BWAM
484
Boyd Watterson Asset Management
Ohio
$6.13K
PGAM
485
Princeton Global Asset Management
New Jersey
$5.92K
FHC
486
First Horizon Corporation
Tennessee
$5.8K
JWA
487
JFS Wealth Advisors
Pennsylvania
$5.69K
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$5.67K
W
489
WealthCollab
Washington
$5.39K
TCM
490
Triumph Capital Management
Colorado
$5.12K
RS
491
Rakuten Securities
Japan
$4.93K
SHIM
492
Stone House Investment Management
Pennsylvania
$4.86K
BCWM
493
Bartlett & Co Wealth Management
Ohio
$4.79K
OP
494
ORG Partners
Indiana
$4.72K
TCOV
495
Trust Company of Vermont
Vermont
$4.7K
JGIA
496
Jackson Grant Investment Advisers
Connecticut
$3.92K
HNB
497
Hilltop National Bank
Wyoming
$3.72K
EB
498
Eastern Bank
Massachusetts
$3.69K
GRP
499
Global Retirement Partners
California
$3.69K
CT
500
Colonial Trust
South Carolina
$3.49K