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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
526
Basecamp Wealth Advisors
Washington
$14.9K +$7.72K +295 +92%
FHC
527
First Horizon Corporation
Tennessee
$14.7K +$2.01K +77 +15%
DB
528
Danske Bank
Denmark
$12.1K -$128K -4,900 -91%
CFO
529
CVA Family Office
Colorado
$12.1K +$12.1K +461 +1,213%
DWM
530
Dogwood Wealth Management
Kansas
$12.1K +$105 +4 +0.8%
AW
531
Avion Wealth
Texas
$12K
AA
532
Addison Advisors
Vermont
$11.8K -$2.09K -80 -14%
TPWA
533
Twin Peaks Wealth Advisors
California
$10.9K +$11.7K +447 New
RTL
534
Red Tortoise LLC
Georgia
$10.8K
JWA
535
JFS Wealth Advisors
Pennsylvania
$10.5K +$576 +22 +5%
FFO
536
Fortitude Family Office
Arizona
$10.4K +$3.09K +118 +38%
PCM
537
Penserra Capital Management
California
$10K +$10.8K +414 New
WA
538
WPG Advisers
Maryland
$9.62K +$3.09K +118 +42%
OAJ
539
Ogorek Anthony Joseph
New York
$9K -$1.83K -70 -15%
C
540
Covestor
United Kingdom
$8K -$29.8K -1,140 -77%
GAAM
541
Guinness Atkinson Asset Management
California
$7.48K
LI
542
LRI Investments
Florida
$7.34K +$7.9K +302 New
CA
543
CoreCap Advisors
Michigan
$7.17K -$8.06K -308 -51%
MNA
544
Manning & Napier Advisors
New York
$6.92K +$889 +34 +13%
SWM
545
SHP Wealth Management
Massachusetts
$6.83K +$1.86K +71 +34%
SWM
546
Spire Wealth Management
Virginia
$6.34K -$523 -20 -7%
PGAM
547
Princeton Global Asset Management
New Jersey
$6.27K
TSMHT
548
Thurston Springer Miller Herd & Titak
Indiana
$6.24K +$6.72K +257 New
EWP
549
Elevation Wealth Partners
California
$6.02K +$1.39K +53 +27%
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$6K