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518 hedge funds and large institutions have $6.17B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

19% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 176

1.4% more ownership

Funds ownership: 89.64%91.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

1% less funds holding

Funds holding: 524518 (-6)

12% less capital invested

Capital invested by funds: $7.04B → $6.17B (-$871M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
518
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
6.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
210
Reduced
176
Closed
70
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$12M -$195K -11,424 -1%
AWM
52
AE Wealth Management
Kansas
$11.5M -$1.81M -105,950 -12%
Swiss National Bank
53
Swiss National Bank
Switzerland
$9.91M -$183K -10,700 -2%
WCM
54
Wealthcare Capital Management
Virginia
$9.06M -$563K -33,000 -5%
Prudential Financial
55
Prudential Financial
New Jersey
$8.75M +$8.19M +480,171 +496%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$8.17M -$6.61M -387,401 -42%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$8.08M -$241K -14,123 -3%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$8.03M +$7.46M +437,343 +474%
QCM
59
Quantinno Capital Management
New York
$8M +$3.45M +202,101 +62%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$7.91M +$3.39M +198,370 +61%
SFI
61
Susquehanna Fundamental Investments
Pennsylvania
$7.48M +$2.81M +164,427 +50%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$7.45M +$1.71M +100,151 +26%
AG
63
Algert Global
California
$7.32M -$438K -25,660 -5%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$6.99M +$150K +8,782 +2%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$6.95M +$2.1M +123,239 +37%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$6.91M -$598K -35,021 -7%
Citigroup
67
Citigroup
New York
$6.66M +$3.62M +212,181 +93%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$6.15M +$540K +31,643 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.09M +$3.39M +198,397 +98%
LA
70
LBP AM
France
$6.01M -$295K -17,263 -4%
Ameriprise
71
Ameriprise
Minnesota
$5.94M +$8.4K +492 +0.1%
Verition Fund Management
72
Verition Fund Management
Connecticut
$5.83M +$3.02M +177,006 +85%
OCM
73
Olstein Capital Management
New York
$5.76M -$1.54M -89,980 -19%
WAS
74
Wesleyan Assurance Society
United Kingdom
$5.66M
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$5.63M -$4.96M -290,700 -44%

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2025, worth a combined $6.17B — down 12% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IVZ and 68 opened new positions — a net loss of 2 holders — while 176 trimmed existing stakes and 210 added.

The largest buyer was Goldman Sachs, adding an estimated $59.8M. The largest seller was BlackRock, cutting an estimated $120M.

  • 518 institutional investors held Invesco (IVZ) as of Q1 2025, down from 524 in Q4 2024.
  • Funds reported $6.17B of Invesco stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new Invesco positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest Invesco buyer in Q1 2025 was Goldman Sachs, an estimated $59.8M added.
  • The largest Invesco seller in Q1 2025 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2025.