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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
BHWM
601
Bay Harbor Wealth Management
Maryland
$1.1K +$269 +11 +35%
SC
602
SouthState Corp
Florida
$1.02K
SIS
603
Sound Income Strategies
Florida
$1K
CAL
604
Capital Advisors Ltd
Ohio
$1K
VNA
605
Valley National Advisers
Pennsylvania
$1K +$953 +39 New
CFO
606
CVA Family Office
Colorado
$998
CFM
607
Cornerstone Financial Management
Massachusetts
$972 +$904 +37 New
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$946
HIA
609
HFM Investment Advisors
New Jersey
$946 +$98 +4 +13%
MCM
610
MV Capital Management
Maryland
$920
PWMG
611
Private Wealth Management Group
New Jersey
$867 -$318 -13 -28%
IPS
612
Investors Portfolio Services
Washington
$797 +$733 +30 New
FC
613
Financial Consulate
Maryland
$762
LAS
614
Lloyd Advisory Services
Georgia
$755 +$708 +29 New
QWM
615
Quaker Wealth Management
New Jersey
$631 +$49 +2 +9%
WWA
616
Wealth Watch Advisors
Colorado
$578
MFP
617
Meramec Financial Planners
Missouri
$403 +$366 +15 New
WA
618
WestEnd Advisors
North Carolina
$394 +$122 +5 +50%
NRG
619
Nemes Rush Group
Michigan
$289 +$269 +11 New
CFD
620
Creative Financial Designs
Indiana
$263
LIA
621
Luken Investment Analytics
Tennessee
$263 +$244 +10 New
NL
622
NVWM LLC
Pennsylvania
$263 +$244 +10 New
SWA
623
SOA Wealth Advisors
New York
$192
AIM
624
Arcadia Investment Management
Michigan
$184 +$171 +7 New
TC
625
Trust Company
Kansas
$184 +$171 +7 New

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.