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
MCM
551
MV Capital Management
Maryland
$803
HIA
552
HFM Investment Advisors
New Jersey
$734
RA
553
Rise Advisors
New York
$734
BHWM
554
Bay Harbor Wealth Management
Maryland
$711 +$104 +5 +19%
FC
555
Financial Consulate
Maryland
$666 +$602 +29 New
RF
556
Rossby Financial
Florida
$600
AT
557
Avalon Trust
New Mexico
$597 +$540 +26 New
SFCL
558
Strengthening Families & Communities LLC
Massachusetts
$516
QWM
559
Quaker Wealth Management
New Jersey
$505
WWA
560
Wealth Watch Advisors
Colorado
$505 +$457 +22 New
CA
561
CoreCap Advisors
Michigan
$436 +$62 +3 +19%
CFD
562
Creative Financial Designs
Indiana
$229 -$1.56K -75 -88%
WA
563
WestEnd Advisors
North Carolina
$229
SWA
564
SOA Wealth Advisors
New York
$166
SGK
565
Steigerwald Gordon & Koch
Virginia
$46 +$42 +2 New
Norges Bank
566
Norges Bank
Norway
-$51.8M -3,287,134 Closed
Axa
567
Axa
France
-$19.5M -1,235,668 Closed
Marshall Wace
568
Marshall Wace
United Kingdom
-$10.3M -652,301 Closed
Qube Research & Technologies (QRT)
569
Qube Research & Technologies (QRT)
United Kingdom
-$10M -635,482 Closed
Renaissance Technologies
570
Renaissance Technologies
New York
-$6.98M -442,600 Closed
JG
571
Jain Global
New York
-$5.49M -348,340 Closed
MIC
572
Mubadala Investment Company
United Arab Emirates
-$4M -253,456 Closed
JF
573
Jump Financial
Illinois
-$3.63M -230,222 Closed
CCIA
574
Campbell & Co Investment Adviser
Maryland
-$3.39M -214,827 Closed
IFU
575
iSAM Funds (UK)
United Kingdom
-$1.68M -106,352 Closed