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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
SouthState Corp
Florida
$948
CFM
602
Cornerstone Financial Management
Massachusetts
$899
MCM
603
MV Capital Management
Maryland
$875 +$26 +1 +3%
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$874
TFM
605
TFC Financial Management
Massachusetts
$851 -$2.15K -82 -70%
PWMG
606
Private Wealth Management Group
New Jersey
$802
CIAM
607
Caitong International Asset Management
Hong Kong
$777 -$94.1K -3,598 -99%
HIA
608
HFM Investment Advisors
New Jersey
$777 -$105 -4 -11%
TCOT
609
Trust Company of Toledo
Ohio
$729 +$785 +30 New
FC
610
Financial Consulate
Maryland
$705
VWM
611
Vermillion Wealth Management
Minnesota
$680 +$732 +28 New
QWM
612
Quaker Wealth Management
New Jersey
$583
CCWM
613
Cassaday & Co Wealth Management
Virginia
$486 +$523 +20 New
PWA
614
Portus Wealth Advisors
North Carolina
$486 +$523 +20 New
BIA
615
Bell Investment Advisors
California
$462 +$497 +19 New
MFP
616
Meramec Financial Planners
Missouri
$375
WA
617
WestEnd Advisors
North Carolina
$364
TWM
618
TopTier Wealth Management
Wisconsin
$316 +$340 +13 New
NRG
619
Nemes Rush Group
Michigan
$267
CFD
620
Creative Financial Designs
Indiana
$243
NL
621
NVWM LLC
Pennsylvania
$243
SWA
622
SOA Wealth Advisors
New York
$179
AIM
623
Arcadia Investment Management
Michigan
$171
TC
624
Trust Company
Kansas
$171
SEP
625
Signature Equity Partners
Ohio
$146 +$157 +6 New

IVZ Hedge Fund Activity: Q1 2026 in Review

631 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IVZ positions and 74 closed out — a net gain of 16 holders — while 268 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 631 institutional investors held Invesco (IVZ) as of Q1 2026, up from 627 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 90 funds opened new Invesco positions in Q1 2026 and 74 closed out, a net change of +16 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.