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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
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$5.85M
Fidelity Investments
77
Fidelity Investments
Massachusetts
$5.77M -$1.29M -89,503 -20%
LOPW
78
Live Oak Private Wealth
North Carolina
$5.62M +$126K +8,751 +3%
JG
79
Jain Global
New York
$5.49M +$5M +348,340 New
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$5.42M +$431K +30,009 +10%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$5.42M +$3M +209,184 +155%
CAM
82
Cacti Asset Management
Georgia
$5.23M
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.79M -$198K -13,792 -4%
Universal-Beteiligungs- und Servicegesellschaft
84
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.66M +$234K +16,314 +6%
SDIC
85
South Dakota Investment Council
South Dakota
$4.65M
Victory Capital Management
86
Victory Capital Management
Texas
$4.56M +$77.2K +5,377 +2%
LPL Financial
87
LPL Financial
California
$4.55M +$1.35M +93,720 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
88
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.48M -$1.69M -117,490 -29%
Franklin Resources
89
Franklin Resources
California
$4.37M +$902K +62,804 +29%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$4.08M -$2.87K -200 -0.1%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$4.07M
WAS
92
Wesleyan Assurance Society
United Kingdom
$4.07M -$1.65M -114,737 -31%
PCM
93
Poehling Capital Management
Wisconsin
$4.03M +$11.8K +824 +0.3%
GFA
94
Gifford Fong Associates
California
$4.03M
MIC
95
Mubadala Investment Company
United Arab Emirates
$4M +$244K +16,956 +7%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$3.87M +$450K +31,303 +15%
AFG
97
American Financial Group
Ohio
$3.86M
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$3.78M +$2.93M +203,968 +570%
QCM
99
QRG Capital Management
Illinois
$3.77M +$1.6M +111,716 +88%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$3.73M +$20.7K +1,441 +0.6%

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.