We are live on ! Find out more

566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
W
501
WealthCollab
Washington
$5.39K
RS
502
Rakuten Securities
Japan
$4.93K +$4.28K +206 +2,289%
SHIM
503
Stone House Investment Management
Pennsylvania
$4.86K +$4.4K +212 New
BCWM
504
Bartlett & Co Wealth Management
Ohio
$4.79K +$3.63K +175 +515%
OP
505
ORG Partners
Indiana
$4.72K +$706 +34 +20%
TCOV
506
Trust Company of Vermont
Vermont
$4.7K +$4.25K +205 New
JGIA
507
Jackson Grant Investment Advisers
Connecticut
$3.92K
HNB
508
Hilltop National Bank
Wyoming
$3.72K
EB
509
Eastern Bank
Massachusetts
$3.69K
GRP
510
Global Retirement Partners
California
$3.69K +$727 +35 +28%
CT
511
Colonial Trust
South Carolina
$3.49K -$789 -38 -20%
SA
512
Strategic Advocates
Utah
$3.33K +$3.01K +145 New
GKIM
513
GW&K Investment Management
Massachusetts
$3K
SWP
514
SIMA Wealth Partners
Virginia
$2.87K
CTC
515
Central Trust Company
Missouri
$2.82K
PWMG
516
Prestige Wealth Management Group
New Jersey
$2.71K
TFM
517
TFC Financial Management
Massachusetts
$2.68K +$1.7K +82 +234%
RWM
518
Rialto Wealth Management
New York
$2.64K +$208 +10 +10%
FWM
519
FSA Wealth Management
Massachusetts
$2.57K
NA
520
NewEdge Advisors
Louisiana
$2.48K
CPG
521
Cornerstone Planning Group
New Jersey
$2.42K +$249 +12 +13%
EWP
522
Elevation Wealth Partners
California
$2.39K +$2.16K +104 New
NWM
523
Nova Wealth Management
Florida
$2.29K
HHMI
524
Howard Hughes Medical Institute
Maryland
$2.2K
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$2.12K