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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
AWA
551
Arkadios Wealth Advisors
Georgia
-$295K -19,456 Closed
EWM
552
EPG Wealth Management
Georgia
-$275K -18,127 Closed
TC
553
TownSquare Capital
Utah
-$271K -17,882 Closed
IPWA
554
International Private Wealth Advisors
California
-$268K -17,665 Closed
HWAM
555
Hennion & Walsh Asset Management
New Jersey
-$242K -15,928 Closed
MC
556
Machina Capital
France
-$234K -15,430 Closed
ECM
557
Eisler Capital Management
United Kingdom
-$234K -15,426 Closed
N
558
Numerai
California
-$228K -15,009 Closed
XT
559
XTX Topco
Cayman Islands
-$226K -14,868 Closed
KRW
560
Kaufman Rossin Wealth
Florida
-$224K -14,790 Closed
Nomura Holdings
561
Nomura Holdings
Japan
-$215K -14,147 Closed
CCB
562
Cutter & Co Brokerage
Missouri
-$204K -13,443 Closed
DWT
563
Dorsey & Whitney Trust
South Dakota
-$202K -13,289 Closed
USAA
564
United Services Automobile Association
Texas
-$193K -12,727 Closed
RS
565
R Squared
Hong Kong
-$192K -12,680 Closed
UCFA
566
United Capital Financial Advisors
Texas
-$159K -10,493 Closed
MC
567
Moors & Cabot
Massachusetts
-$155K -10,234 Closed
MAS
568
Meeder Advisory Services
Ohio
-$155K -10,218 Closed
M&T Bank
569
M&T Bank
New York
-$153K -10,108 Closed
ACM
570
Aquatic Capital Management
Illinois
-$132K -8,692 Closed
ACA
571
Atlas Capital Advisors
Wyoming
-$120K -7,938 Closed
HRC
572
Hoertkorn Richard Charles
-$106K -7,000 Closed
QC
573
Quent Capital
New York
-$62.4K -4,115 Closed
SW
574
SVB Wealth
Massachusetts
-$32.3K -2,131 Closed
PB
575
Pinnacle Bancorp
Nebraska
-$30.3K -2,000 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.