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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
EFS
526
Econ Financial Services
Pennsylvania
-$2.29M -151,166 Closed
CF
527
Corebridge Financial
Texas
-$1.55M -102,380 Closed
KWM
528
Kiker Wealth Management
Georgia
-$1.19M -78,693 Closed
Impax Asset Management Group
529
Impax Asset Management Group
United Kingdom
-$1.17M -77,334 Closed
BA
530
Bridgewater Associates
Connecticut
-$1.08M -70,921 Closed
LAM
531
LECAP Asset Management
United Kingdom
-$948K -62,520 Closed
ET
532
Entropy Technologies
New York
-$851K -56,084 Closed
DTL
533
Dynamic Technology Lab
Singapore
-$793K -52,291 Closed
SM
534
Sciencast Management
New Jersey
-$747K -49,217 Closed
Los Angeles Capital Management
535
Los Angeles Capital Management
California
-$675K -44,525 Closed
B
536
Bailard
California
-$473K -31,200 Closed
PCM
537
Polymer Capital Management
New York
-$450K -29,680 Closed
SSA
538
Schonfeld Strategic Advisors
New York
-$444K -29,263 Closed
MG
539
Mather Group
Illinois
-$433K -28,529 Closed
SA
540
Strategic Advisors
New York
-$417K -27,500 Closed
ACM
541
AlphaStar Capital Management
North Carolina
-$411K -27,124 Closed
VRS
542
Virginia Retirement Systems
Virginia
-$405K -26,700 Closed
CWA
543
Centennial Wealth Advisory
Michigan
-$386K -25,420 Closed
TVAMP
544
Tennessee Valley Asset Management Partners
Tennessee
-$337K -22,236 Closed
SC
545
SummitTX Capital
Texas
-$328K -21,600 Closed
BC
546
Burney Company
Virginia
-$328K -21,591 Closed
CAM
547
CenterStar Asset Management
Illinois
-$320K -21,118 Closed
LI
548
LifeWealth Investments
Florida
-$314K -20,725 Closed
1C
549
111 Capital
France
-$299K -19,699 Closed
Parallax Volatility Advisers
550
Parallax Volatility Advisers
California
-$295K -19,470 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.