625 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 252 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
SWP
576
SIMA Wealth Partners
Virginia
$3.28K
RWM
577
Rialto Wealth Management
New York
$3.28K
PWMG
578
Prestige Wealth Management Group
New Jersey
$3.1K
PIS
579
POM Investment Strategies
North Carolina
$3.1K
TFM
580
TFC Financial Management
Massachusetts
$3.07K
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$2.89K
NWM
582
Nova Wealth Management
Florida
$2.63K
BL
583
BFSG LLC
California
$2.63K
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$2.55K
HHMI
585
Howard Hughes Medical Institute
Maryland
$2.52K
RWS
586
Retirement Wealth Solutions
Wisconsin
$2.39K
PWA
587
Physician Wealth Advisors
Utah
$2.37K
Q1WB
588
Quest 10 Wealth Builders
Virginia
$2.33K
1IA
589
1620 Investment Advisors
Massachusetts
$2.1K
SWP
590
Strategic Wealth Partners
Ohio
$1.73K
RF
591
Rossby Financial
Florida
$1.6K
CWP
592
Clark Wealth Partners
Illinois
$1.52K
T
593
Tidemark
California
$1.45K
DF
594
Dunhill Financial
United Kingdom
$1.42K
PWA
595
Principia Wealth Advisory
Texas
$1.34K
ACA
596
American Capital Advisory
Idaho
$1.34K
GWM
597
Geneos Wealth Management
Colorado
$1.13K
HFS
598
Hughes Financial Services
Virginia
$1.1K
BHWM
599
Bay Harbor Wealth Management
Maryland
$1.1K
SC
600
SouthState Corp
Florida
$1.02K