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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
UBS AM
51
UBS AM
Illinois
$24.9M -$802K -32,855 -3%
IC
52
IEQ Capital
California
$24.1M +$2.19M +89,484 +11%
Citadel Advisors
53
Citadel Advisors
Florida
$22.7M -$101M -4,119,003 -83%
Principal Financial Group
54
Principal Financial Group
Iowa
$20.5M -$3.42M -140,079 -15%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$20.3M -$1.49M -61,035 -7%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$19.2M +$6.28M +257,135 +54%
Legal & General Group
57
Legal & General Group
United Kingdom
$19.1M -$1.37M -56,249 -7%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$18.9M +$7.5M +306,966 +74%
Prudential Financial
59
Prudential Financial
New Jersey
$18.6M -$1.48M -60,476 -8%
Cerity Partners
60
Cerity Partners
New York
$18.5M -$2.76M -112,898 -14%
Swiss National Bank
61
Swiss National Bank
Switzerland
$18.5M +$225K +9,200 +1%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$18M +$922K +37,765 +6%
TI
63
Trexquant Investment
Connecticut
$18M +$14.7M +601,005 +723%
Franklin Resources
64
Franklin Resources
California
$17.7M +$7.75M +317,414 +89%
MCM
65
Moore Capital Management
New York
$17.6M +$16.4M +670,080 New
Credit Agricole
66
Credit Agricole
France
$16.5M +$13.7M +559,197 +816%
SLAM
67
Swiss Life Asset Management
$15.4M -$14.3M -583,755 -50%
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$15.1M
Squarepoint
69
Squarepoint
New York
$13.8M +$495K +20,270 +4%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$13.4M -$855 -35 -0%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$13.2M +$10.4M +425,937 +554%
WCM
72
Wealthcare Capital Management
Virginia
$13.1M -$806K -33,000 -6%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$12.2M +$154K +6,308 +1%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$11.8M -$4.47M -182,878 -29%
AG
75
Algert Global
California
$11.8M

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.