We are live on ! Find out more

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
IC
76
IEQ Capital
California
$5.42M -$2.27M -133,088 -27%
LOPW
77
Live Oak Private Wealth
North Carolina
$5.27M +$469K +27,471 +9%
Vontobel Holding
78
Vontobel Holding
Switzerland
$5.27M +$472K +27,666 +9%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$5.21M -$3.14M -184,024 -35%
CAM
80
Cacti Asset Management
Georgia
$5.06M +$115K +6,736 +2%
Capital Fund Management (CFM)
81
Capital Fund Management (CFM)
France
$5.02M +$5.65M +331,196 New
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$5M -$834K -48,901 -13%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.82M -$87.1K -5,103 -2%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.76M -$66.6K -3,905 -1%
CCM
85
Cinctive Capital Management
New York
$4.66M +$5.25M +307,455 New
QT
86
Quantbot Technologies
New York
$4.61M +$3.37M +197,221 +184%
SDIC
87
South Dakota Investment Council
South Dakota
$4.48M
Victory Capital Management
88
Victory Capital Management
Texas
$4.3M +$2.17M +127,008 +81%
Universal-Beteiligungs- und Servicegesellschaft
89
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.24M +$1.55M +90,794 +48%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$3.93M +$461K +27,000 +12%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$3.92M -$54.5K -3,193 -1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$3.89M -$3.08M -180,580 -41%
GFA
93
Gifford Fong Associates
California
$3.87M
PCM
94
Poehling Capital Management
Wisconsin
$3.86M +$6.93K +406 +0.2%
PEAK6
95
PEAK6
Illinois
$3.76M +$3.34M +195,690 +373%
AFG
96
American Financial Group
Ohio
$3.72M
Public Sector Pension Investment Board (PSP Investments)
97
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M +$2.19M +128,215 +110%
Stifel Financial
98
Stifel Financial
Missouri
$3.68M +$1.03M +60,464 +33%
MIC
99
Mubadala Investment Company
United Arab Emirates
$3.59M +$274K +16,055 +7%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$3.56M -$15.2K -890 -0.4%

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.