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518 hedge funds and large institutions have $6.17B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

19% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 176

1.4% more ownership

Funds ownership: 89.64%91.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

1% less funds holding

Funds holding: 524518 (-6)

12% less capital invested

Capital invested by funds: $7.04B → $6.17B (-$871M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
518
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
6.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
210
Reduced
176
Closed
70
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$571K -15,698 Closed
MCM
552
Moore Capital Management
New York
-$250K -14,278 Closed
ACP
553
Aviance Capital Partners
Florida
-$224K -12,802 Closed
OFG
554
Oxford Financial Group
Indiana
-$223K -12,773 Closed
CPA
555
Capital Performance Advisors
California
-$218K -12,476 Closed
CA
556
Claro Advisors
Massachusetts
-$215K -12,300 Closed
SFC
557
SYM Financial Corp
Indiana
-$210K -12,029 Closed
CB
558
Commerce Bank
Missouri
-$209K -11,943 Closed
PWM
559
Perigon Wealth Management
California
-$198K -11,753 Closed
IF
560
IRON Financial
Illinois
-$202K -11,578 Closed
MWA
561
Meridian Wealth Advisors
Texas
-$189K -10,798 Closed
PAG
562
Poinciana Advisors Group
Florida
-$175K -10,001 Closed
Capstone Investment Advisors
563
Capstone Investment Advisors
New York
-$169K -9,876 Closed
PHK
564
Point72 Hong Kong
Hong Kong
-$133K -7,598 Closed
GM
565
GeoWealth Management
Illinois
-$45.2K -2,585 Closed
ACM
566
Aster Capital Management
United Arab Emirates
-$41.6K -2,379 Closed
CT
567
Colonial Trust
South Carolina
-$37.9K -2,171 Closed
SIM
568
Sentry Investment Management
Wisconsin
-$31K -1,751 Closed
AWM
569
Avior Wealth Management
Nebraska
-$27.3K -1,561 Closed
VWM
570
Venturi Wealth Management
Texas
-$22.4K -1,279 Closed
PCM
571
Penserra Capital Management
California
-$19K -1,137 Closed
CP
572
Castleview Partners
Texas
-$19.8K -1,123 Closed
GXJ
573
Global X Japan
Japan
-$13.9K -796 Closed
EC
574
Elequin Capital
New York
-$9.96K -570 Closed
RCM
575
Raleigh Capital Management
North Carolina
-$6.5K -372 Closed

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2025, worth a combined $6.17B — down 12% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IVZ and 68 opened new positions — a net loss of 2 holders — while 176 trimmed existing stakes and 210 added.

The largest buyer was Goldman Sachs, adding an estimated $59.8M. The largest seller was BlackRock, cutting an estimated $120M.

  • 518 institutional investors held Invesco (IVZ) as of Q1 2025, down from 524 in Q4 2024.
  • Funds reported $6.17B of Invesco stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new Invesco positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest Invesco buyer in Q1 2025 was Goldman Sachs, an estimated $59.8M added.
  • The largest Invesco seller in Q1 2025 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2025.