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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
SA
501
Strategic Advocates
Utah
$3.33K
GKIM
502
GW&K Investment Management
Massachusetts
$3K
CTC
503
Central Trust Company
Missouri
$2.82K
PWMG
504
Prestige Wealth Management Group
New Jersey
$2.71K
TFM
505
TFC Financial Management
Massachusetts
$2.68K
RWM
506
Rialto Wealth Management
New York
$2.64K
FWM
507
FSA Wealth Management
Massachusetts
$2.57K
NA
508
NewEdge Advisors
Louisiana
$2.48K
CPG
509
Cornerstone Planning Group
New Jersey
$2.42K
EWP
510
Elevation Wealth Partners
California
$2.39K
NWM
511
Nova Wealth Management
Florida
$2.29K
HHMI
512
Howard Hughes Medical Institute
Maryland
$2.2K
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$2.12K
Q1WB
514
Quest 10 Wealth Builders
Virginia
$2.06K
RWS
515
Retirement Wealth Solutions
Wisconsin
$1.84K
1IA
516
1620 Investment Advisors
Massachusetts
$1.83K
TFA
517
Transamerica Financial Advisors
Florida
$1.58K
SWM
518
Spire Wealth Management
Virginia
$1.4K
AAS
519
Ameritas Advisory Services
Nebraska
$1.26K
T
520
Tidemark
California
$1.26K
GBT
521
Grove Bank & Trust
Florida
$1.22K
CJ
522
Caitlin John
Michigan
$1.22K
PWA
523
Physician Wealth Advisors
Utah
$1.19K
PWMG
524
Private Wealth Management Group
New Jersey
$1.06K
CCM
525
Cloud Capital Management
Washington
$1K