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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
SAG
476
SageView Advisory Group
California
$93.4K +$86.8K +3,554 New
CT
477
Caldwell Trust
Florida
$91.2K
EPIM
478
Evelyn Partners Investment Management
$91.2K
IA
479
IFP Advisors
Florida
$86K +$30.8K +1,262 +63%
BBHC
480
Brown Brothers Harriman & Co
New York
$83.7K +$27.8K +1,140 +56%
TPCW
481
TD Private Client Wealth
New York
$83.3K -$24.4K -998 -24%
SIS
482
Strategic Investment Solutions
Illinois
$78.9K +$73.4K +3,005 New
CWMS
483
CFG Wealth Management Services
Indiana
$78.8K +$73.3K +3,000 New
IIM
484
Intact Investment Management
Quebec, Canada
$78.8K +$73.3K +3,000 New
VanEck Associates
485
VanEck Associates
New York
$73K -$12.8K -524 -16%
UB
486
UMB Bank
Missouri
$71.9K +$2.78K +114 +4%
SCM
487
Silvant Capital Management
Georgia
$69.6K
TWD
488
True Wealth Design
Ohio
$59.9K +$5.13K +210 +10%
HNB
489
Huntington National Bank
Ohio
$58K -$855 -35 -2%
TC
490
Truvestments Capital
Florida
$55.3K
PWPS
491
Pinnacle Wealth Planning Services
Ohio
$53.5K +$49.8K +2,038 New
CAL
492
Capital Analysts LLC
Pennsylvania
$53K -$7.6K -311 -13%
Federated Hermes
493
Federated Hermes
Pennsylvania
$49.9K -$171 -7 -0.4%
MCM
494
Manchester Capital Management
Vermont
$49.1K -$293 -12 -0.6%
CA
495
Clearstead Advisors
Ohio
$48.7K -$13K -533 -22%
UOTTAIMCU
496
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.9K
ACA
497
Atlas Capital Advisors
Wyoming
$46.1K +$42.9K +1,755 New
RFP
498
Root Financial Partners
California
$44.7K +$9.13K +374 +28%
Los Angeles Capital Management
499
Los Angeles Capital Management
California
$44.3K -$817K -33,454 -95%
TM
500
Torren Management
California
$43.5K +$40.4K +1,656 New

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.