We are live on ! Find out more

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
BWA
551
Basecamp Wealth Advisors
Washington
$8.41K +$7.82K +320 New
GAAM
552
Guinness Atkinson Asset Management
California
$8.27K +$7.52K +308 New
FFO
553
Fortitude Family Office
Arizona
$8.2K +$708 +29 +10%
SWM
554
Spire Wealth Management
Virginia
$7.38K +$5.37K +220 +361%
WA
555
WPG Advisers
Maryland
$7.3K -$3.3K -135 -33%
MNA
556
Manning & Napier Advisors
New York
$6.96K +$6.42K +263 New
SA
557
Strategic Advocates
Utah
$6.85K +$2.78K +114 +79%
PGAM
558
Princeton Global Asset Management
New Jersey
$6.78K
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$6.49K
BWAM
560
Boyd Watterson Asset Management
Ohio
$6.41K -$562 -23 -9%
W
561
WealthCollab
Washington
$6.17K
KFAS
562
Keating Financial Advisory Services
Kansas
$5.99K +$5.57K +228 New
OP
563
ORG Partners
Indiana
$5.91K +$464 +19 +9%
SHIM
564
Stone House Investment Management
Pennsylvania
$5.86K +$269 +11 +5%
SWM
565
SHP Wealth Management
Massachusetts
$5.52K +$5.13K +210 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$5.49K
TCM
567
Triumph Capital Management
Colorado
$5.33K +$4.96K +203 New
EWP
568
Elevation Wealth Partners
California
$5.12K +$2.22K +91 +88%
KG
569
Kilter Group
New York
$4.62K +$3K +123 +232%
JGIA
570
Jackson Grant Investment Advisers
Connecticut
$4.49K
HNB
571
Hilltop National Bank
Wyoming
$4.26K
EB
572
Eastern Bank
Massachusetts
$4.23K
GKIM
573
GW&K Investment Management
Massachusetts
$4K
CPG
574
Cornerstone Planning Group
New Jersey
$3.94K +$977 +40 +39%
CT
575
Colonial Trust
South Carolina
$3.91K -$73 -3 -2%

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.