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522 hedge funds and large institutions have $6.5B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 201 increasing their positions, 187 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $24.8M

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

5% more capital invested

Capital invested by funds: $6.17B → $6.5B (+$327M)

7% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 187

0.98% more ownership

Funds ownership: 91.04%92.02% (+0.98%)

1% more funds holding

Funds holding: 518522 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
522
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
6.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
201
Reduced
187
Closed
70
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$11.9M -$475K -33,107 -4%
Squarepoint
52
Squarepoint
New York
$11.1M -$4.9M -341,466 -33%
Swiss National Bank
53
Swiss National Bank
Switzerland
$10.8M +$451K +31,400 +5%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$10.7M +$6.03M +419,619 +163%
BCM
55
Basswood Capital Management
New York
$10.4M -$2.23M -155,459 -19%
Ameriprise
56
Ameriprise
Minnesota
$10.4M +$3.82M +265,893 +68%
Marshall Wace
57
Marshall Wace
United Kingdom
$10.3M -$27.5M -1,916,513 -75%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$10.1M +$4.45M +309,971 +94%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$10M -$12.2M -851,185 -57%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$9.94M +$1.41M +98,128 +18%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$9.87M +$1.22M +84,759 +16%
Man Group
62
Man Group
United Kingdom
$9.65M -$3.08M -214,337 -26%
WCM
63
Wealthcare Capital Management
Virginia
$8.9M -$474K -33,000 -6%
IC
64
IEQ Capital
California
$8.47M +$2.58M +179,810 +50%
AG
65
Algert Global
California
$7.61M
Citigroup
66
Citigroup
New York
$7.54M +$556K +38,685 +9%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$7.35M +$78K +5,430 +1%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$7.34M +$99.9K +6,959 +2%
CSS
69
Cubist Systematic Strategies
Connecticut
$7.26M +$6.61M +460,101 New
Renaissance Technologies
70
Renaissance Technologies
New York
$6.98M +$4.15M +288,700 +188%
Vontobel Holding
71
Vontobel Holding
Switzerland
$6.69M +$1.1M +76,705 +22%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$6.44M -$1.74M -121,185 -23%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$6.39M -$4.78K -333 -0.1%
OCM
74
Olstein Capital Management
New York
$6.01M +$15.8K +1,100 +0.3%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$6M +$733K +51,063 +16%

IVZ Hedge Fund Activity: Q2 2025 in Review

522 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2025, worth a combined $6.5B — up 5.3% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IVZ positions and 70 closed out — a net gain of 8 holders — while 201 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $114M. The largest seller was Trian Fund Management, cutting an estimated $123M.

  • 522 institutional investors held Invesco (IVZ) as of Q2 2025, up from 518 in Q1 2025.
  • Funds reported $6.5B of Invesco stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 78 funds opened new Invesco positions in Q2 2025 and 70 closed out, a net change of +8 holders.
  • The largest Invesco buyer in Q2 2025 was Royal Bank of Canada, an estimated $114M added.
  • The largest Invesco seller in Q2 2025 was Trian Fund Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2025.