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
Q1WB
526
Quest 10 Wealth Builders
Virginia
$2.06K
RWS
527
Retirement Wealth Solutions
Wisconsin
$1.84K +$1.66K +80 New
1IA
528
1620 Investment Advisors
Massachusetts
$1.83K
TFA
529
Transamerica Financial Advisors
Florida
$1.58K +$1.43K +69 New
CWP
530
Clark Wealth Partners
Illinois
$1.52K +$1.2K +58 New
SWM
531
Spire Wealth Management
Virginia
$1.4K +$104 +5 +9%
AAS
532
Ameritas Advisory Services
Nebraska
$1.26K -$5.4K -260 -83%
T
533
Tidemark
California
$1.26K
GBT
534
Grove Bank & Trust
Florida
$1.22K
KG
535
Kilter Group
New York
$1.22K +$270 +13 +33%
CJ
536
Caitlin John
Michigan
$1.22K +$1.1K +53 New
PWA
537
Principia Wealth Advisory
Texas
$1.19K +$145 +7 +16%
PWA
538
Physician Wealth Advisors
Utah
$1.19K +$1.08K +52 New
LSA
539
Leonteq Securities AG
Switzerland
$1.17K -$18.6K -897 -95%
PWMG
540
Private Wealth Management Group
New Jersey
$1.06K
CCM
541
Cloud Capital Management
Washington
$1K +$1.64K +79 New
HFS
542
Hughes Financial Services
Virginia
$993
GWM
543
Geneos Wealth Management
Colorado
$986 -$830 -40 -48%
TCB
544
Texas Capital Bancshares
Texas
$963 +$872 +42 New
ACA
545
American Capital Advisory
Idaho
$941
DF
546
Dunhill Financial
United Kingdom
$927
SC
547
SouthState Corp
Florida
$895 -$2.06K -99 -72%
CFO
548
CVA Family Office
Colorado
$872
Kayne Anderson Rudnick Investment Management
549
Kayne Anderson Rudnick Investment Management
California
$826
SIS
550
Sound Income Strategies
Florida
$813