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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
CWC
501
Carolinas Wealth Consulting
North Carolina
$774
GP
502
Greenline Partners
New York
$683 +$768 +45 New
DF
503
Dunhill Financial
United Kingdom
$622 -$427 -25 -38%
WCM
504
WealthTrak Capital Management
Virginia
$607 +$341 +20 +100%
CAWM
505
Capital A Wealth Management
Pennsylvania
$516 +$256 +15 +79%
AF
506
Advisornet Financial
Minnesota
$501 +$17 +1 +3%
RA
507
Rise Advisors
New York
$485 +$546 +32 New
PWA
508
Principia Wealth Advisory
Texas
$478 +$137 +8 +30%
GC
509
Garde Capital
Washington
$304 +$341 +20 New
RS
510
Rakuten Securities
Japan
$303 +$171 +10 +100%
HIA
511
HFM Investment Advisors
New Jersey
$258 +$290 +17 New
CA
512
Crewe Advisors
Utah
$243
NL
513
NVWM LLC
Pennsylvania
$228 -$614 -36 -71%
PWM
514
Parkworth Wealth Management
California
$212 -$85 -5 -26%
WA
515
WestEnd Advisors
North Carolina
$197 +$68 +4 +44%
GA
516
GoalVest Advisory
New York
$137 +$154 +9 New
SWA
517
SOA Wealth Advisors
New York
$107
BHWM
518
Bay Harbor Wealth Management
Maryland
$106 +$119 +7 New
Point72 Asset Management
519
Point72 Asset Management
Connecticut
-$34.8M -2,041,010 Closed
ACL
520
Azora Capital LP
Florida
-$20.5M -1,170,658 Closed
Pzena Investment Management
521
Pzena Investment Management
New York
-$15.5M -886,851 Closed
CCM
522
Channing Capital Management
Illinois
-$10.9M -622,217 Closed
JG
523
Jain Global
New York
-$3.4M -194,788 Closed
PCM
524
Prana Capital Management
Connecticut
-$2.96M -169,367 Closed
CSS
525
Cubist Systematic Strategies
Connecticut
-$2.66M -152,344 Closed

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.