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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
CFO
501
CVA Family Office
Colorado
$599 -$503 -35 -48%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$568 +$517 +36 New
TFM
503
TFC Financial Management
Massachusetts
$552 -$1.51K -105 -75%
MCM
504
MV Capital Management
Maryland
$552 -$589 -41 -54%
SIS
505
Sound Income Strategies
Florida
$536 -$2.21K -154 -82%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$536 +$488 +34 New
RA
507
Rise Advisors
New York
$505
HIA
508
HFM Investment Advisors
New Jersey
$505 +$215 +15 +88%
CA
509
Crewe Advisors
Utah
$489 +$215 +15 +94%
BHWM
510
Bay Harbor Wealth Management
Maryland
$410 +$273 +19 +271%
RF
511
Rossby Financial
Florida
$410 +$373 +26 New
WCM
512
WealthTrak Capital Management
Virginia
$395 -$215 -15 -38%
SFCL
513
Strengthening Families & Communities LLC
Massachusetts
$352 +$316 +22 New
QWM
514
Quaker Wealth Management
New Jersey
$347 +$316 +22 New
GC
515
Garde Capital
Washington
$316
PWM
516
Parkworth Wealth Management
California
$300 +$72 +5 +36%
CA
517
CoreCap Advisors
Michigan
$252 -$13.4K -932 -98%
WA
518
WestEnd Advisors
North Carolina
$158 -$43 -3 -23%
RS
519
Rakuten Securities
Japan
$142 -$158 -11 -55%
SWA
520
SOA Wealth Advisors
New York
$113
SC
521
Stephens Consulting
Michigan
$16 +$14 +1 New
LA
522
LBP AM
France
-$6.01M -395,855 Closed
PEAK6
523
PEAK6
Illinois
-$3.56M -248,151 Closed
HF
524
HRT Financial
New York
-$2.61M -172,038 Closed
APF
525
Alaska Permanent Fund
Alaska
-$2.39M -171,220 Closed

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.