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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
AWM
526
Activest Wealth Management
Florida
$20.1K +$10.7K +437 +134%
CT
527
Clearstead Trust
Maine
$19.2K
CG
528
Curat Global
New Hampshire
$18.7K -$22K -900 -56%
BTI
529
Blue Trust Inc
Georgia
$18K
SIC
530
SJS Investment Consulting
Ohio
$17.6K +$6.62K +271 +68%
SL
531
Salomon & Ludwin
Virginia
$17.6K
TCOV
532
Trust Company of Vermont
Vermont
$17.2K +$11K +450 +220%
AA
533
Ancora Advisors
Ohio
$17K +$15.8K +646 New
TCM
534
TD Capital Management
Tennessee
$16.4K +$15.3K +625 New
CH
535
Cromwell Holdings
Wyoming
$16.4K
DE
536
DV Equities
Illinois
$16.4K +$15.2K +624 New
CA
537
CoreCap Advisors
Michigan
$15.8K +$14.3K +584 +3,074%
AA
538
Addison Advisors
Vermont
$14.8K
GBT
539
Grove Bank & Trust
Florida
$14.8K +$12.5K +510 +962%
CJ
540
Caitlin John
Michigan
$14.5K +$12.2K +500 +943%
FHC
541
First Horizon Corporation
Tennessee
$13.9K +$6.74K +276 +109%
SPIA
542
Steward Partners Investment Advisory
New York
$13.2K -$3.25K -133 -21%
AW
543
Avion Wealth
Texas
$13K -$879 -36 -7%
DWM
544
Dogwood Wealth Management
Kansas
$13K +$98 +4 +0.8%
LSA
545
Leonteq Securities AG
Switzerland
$12.8K +$10.6K +435 +853%
CIA
546
Cape Investment Advisory
Georgia
$12.6K +$2.03K +83 +21%
OAJ
547
Ogorek Anthony Joseph
New York
$12K -$4.2K -172 -27%
RTL
548
Red Tortoise LLC
Georgia
$11.7K
JWA
549
JFS Wealth Advisors
Pennsylvania
$10.8K +$3.98K +163 +66%
CTC
550
Central Trust Company
Missouri
$10.1K +$6.35K +260 +211%

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.