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Invesco

616 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 249 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$422M
Puts
$32.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
576
DiNuzzo Private Wealth
Pennsylvania
$2.55K
HHMI
577
Howard Hughes Medical Institute
Maryland
$2.52K
RWS
578
Retirement Wealth Solutions
Wisconsin
$2.39K
PWA
579
Physician Wealth Advisors
Utah
$2.37K
Q1WB
580
Quest 10 Wealth Builders
Virginia
$2.33K
1IA
581
1620 Investment Advisors
Massachusetts
$2.1K
RF
582
Rossby Financial
Florida
$1.6K
CWP
583
Clark Wealth Partners
Illinois
$1.52K
T
584
Tidemark
California
$1.45K
DF
585
Dunhill Financial
United Kingdom
$1.42K
PWA
586
Principia Wealth Advisory
Texas
$1.34K
ACA
587
American Capital Advisory
Idaho
$1.34K
GWM
588
Geneos Wealth Management
Colorado
$1.13K
HFS
589
Hughes Financial Services
Virginia
$1.1K
BHWM
590
Bay Harbor Wealth Management
Maryland
$1.1K
SC
591
SouthState Corp
Florida
$1.02K
SIS
592
Sound Income Strategies
Florida
$1K
CAL
593
Capital Advisors Ltd
Ohio
$1K
VNA
594
Valley National Advisers
Pennsylvania
$1K
CFO
595
CVA Family Office
Colorado
$998
CFM
596
Cornerstone Financial Management
Massachusetts
$972
Kayne Anderson Rudnick Investment Management
597
Kayne Anderson Rudnick Investment Management
California
$946
HIA
598
HFM Investment Advisors
New Jersey
$946
MCM
599
MV Capital Management
Maryland
$920
PWMG
600
Private Wealth Management Group
New Jersey
$867