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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
HWA
501
HHM Wealth Advisors
Tennessee
$43.3K
QC
502
Quent Capital
New York
$43.3K +$1.05K +43 +3%
LFG
503
Larson Financial Group
Missouri
$40.6K +$1.95K +80 +5%
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$40.4K
C
505
Covestor
United Kingdom
$39K -$121K -4,938 -77%
CBT
506
Crews Bank & Trust
Florida
$34.8K
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$34.5K
OL
508
OneFund LLC
Florida
$34.3K +$1.88K +77 +6%
SIM
509
Sentry Investment Management
Wisconsin
$32K
IBOK
510
Independence Bank of Kentucky
Kentucky
$31.8K
ANBT
511
American National Bank & Trust
Texas
$30.7K +$28.5K +1,168 New
CB
512
CNB Bank
Pennsylvania
$30.3K
SAM
513
Smartleaf Asset Management
Massachusetts
$29.2K +$3.17K +130 +13%
SSG
514
Summit Securities Group
New York
$27.9K -$188K -7,706 -88%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$26.3K
DT
516
DV Trading
Illinois
$26.3K +$24.4K +1,000 New
MHR
517
Matthew Hamilton Rosenberg
$25K
GCM
518
Gables Capital Management
Florida
$24.5K
HFS
519
Hantz Financial Services
Michigan
$23K +$4.13K +169 +23%
PTC
520
Private Trust Company
Ohio
$22.1K +$1.81K +74 +10%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$21.7K -$32.1K -1,313 -61%
CFB
522
Cullen/Frost Bankers
Texas
$21K +$19.5K +799 New
HPC
523
HM Payson & Co
Maine
$20.8K
MWPCG
524
Measured Wealth Private Client Group
New Hampshire
$20.6K +$19.2K +785 New
EW
525
Elyxium Wealth
California
$20.6K +$19.1K +784 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.