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
SIS
601
Sound Income Strategies
Florida
$1K
CAL
602
Capital Advisors Ltd
Ohio
$1K
VNA
603
Valley National Advisers
Pennsylvania
$1K
CFO
604
CVA Family Office
Colorado
$998
CFM
605
Cornerstone Financial Management
Massachusetts
$972
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$946
HIA
607
HFM Investment Advisors
New Jersey
$946
MCM
608
MV Capital Management
Maryland
$920
PWMG
609
Private Wealth Management Group
New Jersey
$867
IPS
610
Investors Portfolio Services
Washington
$797
FC
611
Financial Consulate
Maryland
$762
LAS
612
Lloyd Advisory Services
Georgia
$755
QWM
613
Quaker Wealth Management
New Jersey
$631
WWA
614
Wealth Watch Advisors
Colorado
$578
MFP
615
Meramec Financial Planners
Missouri
$403
WA
616
WestEnd Advisors
North Carolina
$394
NRG
617
Nemes Rush Group
Michigan
$289
CFD
618
Creative Financial Designs
Indiana
$263
NL
619
NVWM LLC
Pennsylvania
$263
LIA
620
Luken Investment Analytics
Tennessee
$263
SWA
621
SOA Wealth Advisors
New York
$192
AIM
622
Arcadia Investment Management
Michigan
$184
TC
623
Trust Company
Kansas
$184
RS
624
Rakuten Securities
Japan
$131
SGK
625
Steigerwald Gordon & Koch
Virginia
$53