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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
WA
576
Westfuller Advisors
New York
$3.6K +$3.35K +137 New
TFA
577
Transamerica Financial Advisors
Florida
$3.39K +$1.47K +60 +87%
SWP
578
SIMA Wealth Partners
Virginia
$3.28K
RWM
579
Rialto Wealth Management
New York
$3.28K +$244 +10 +9%
PWMG
580
Prestige Wealth Management Group
New Jersey
$3.1K
PIS
581
POM Investment Strategies
North Carolina
$3.1K +$2.88K +118 New
TFM
582
TFC Financial Management
Massachusetts
$3.07K
CLOS
583
Compagnie Lombard Odier SCmA
Switzerland
$2.89K +$2.69K +110 New
NWM
584
Nova Wealth Management
Florida
$2.63K
BL
585
BFSG LLC
California
$2.63K +$2.44K +100 New
DPW
586
DiNuzzo Private Wealth
Pennsylvania
$2.55K
HHMI
587
Howard Hughes Medical Institute
Maryland
$2.52K
RWS
588
Retirement Wealth Solutions
Wisconsin
$2.39K +$269 +11 +14%
PWA
589
Physician Wealth Advisors
Utah
$2.37K +$928 +38 +73%
Q1WB
590
Quest 10 Wealth Builders
Virginia
$2.33K -$24 -1 -1%
1IA
591
1620 Investment Advisors
Massachusetts
$2.1K
SWP
592
Strategic Wealth Partners
Ohio
$1.73K +$1.61K +66 New
RF
593
Rossby Financial
Florida
$1.6K +$855 +35 +135%
CWP
594
Clark Wealth Partners
Illinois
$1.52K
T
595
Tidemark
California
$1.45K
DF
596
Dunhill Financial
United Kingdom
$1.42K +$342 +14 +35%
PWA
597
Principia Wealth Advisory
Texas
$1.34K -$24 -1 -2%
ACA
598
American Capital Advisory
Idaho
$1.34K +$244 +10 +24%
GWM
599
Geneos Wealth Management
Colorado
$1.13K
HFS
600
Hughes Financial Services
Virginia
$1.1K

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.