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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
RS
626
Rakuten Securities
Japan
$131 -$5.13K -210 -98%
SGK
627
Steigerwald Gordon & Koch
Virginia
$53
Alyeska Investment Group
628
Alyeska Investment Group
Illinois
-$34.8M -1,515,987 Closed
Voloridge Investment Management
629
Voloridge Investment Management
Florida
-$6.71M -292,442 Closed
ECM
630
ExodusPoint Capital Management
New York
-$6.59M -287,150 Closed
QCM
631
Qsemble Capital Management
New York
-$2.81M -122,298 Closed
EP
632
Edgestream Partners
New Jersey
-$2.2M -96,058 Closed
GCM
633
Gator Capital Management
Florida
-$1.72M -75,000 Closed
NYLIM
634
New York Life Investment Management
New York
-$1.37M -59,780 Closed
Connor, Clark & Lunn Investment Management (CC&L)
635
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.33M -57,790 Closed
WI
636
WBI Investments
New Jersey
-$1.14M -49,782 Closed
WAM
637
Weiss Asset Management
Massachusetts
-$1.02M -44,430 Closed
BJL
638
Brighton Jones LLC
Washington
-$959K -41,802 Closed
AP
639
Advisors Preferred
Maryland
-$931K -40,306 Closed
Kovitz Investment Group Partners
640
Kovitz Investment Group Partners
Illinois
-$689K -30,054 Closed
PCM
641
Penserra Capital Management
California
-$612K -26,687 Closed
QC
642
Quantessence Capital
New York
-$578K -25,200 Closed
GCM
643
Graham Capital Management
Connecticut
-$420K -18,321 Closed
AC
644
AXQ Capital
New Jersey
-$372K -16,213 Closed
CFM
645
Catalyst Funds Management
Australia
-$326K -14,200 Closed
GWMR
646
GC Wealth Management RIA
Massachusetts
-$260K -11,318 Closed
CCM
647
Cinctive Capital Management
New York
-$236K -10,297 Closed
1C
648
111 Capital
France
-$232K -10,122 Closed
Capstone Investment Advisors
649
Capstone Investment Advisors
New York
-$247K -10,101 Closed
PCM
650
Prelude Capital Management
New York
-$211K -9,203 Closed

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.