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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
Canada Life
101
Canada Life
Manitoba, Canada
$3.54M +$1.36M +79,959 +52%
JF
102
Jump Financial
Illinois
$3.51M +$915K +53,608 +30%
SEI Investments
103
SEI Investments
Pennsylvania
$3.27M +$225K +13,200 +7%
Franklin Resources
104
Franklin Resources
California
$3.25M +$387K +22,661 +12%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$3.25M +$600K +35,161 +20%
EGM
106
Engineers Gate Manager
New York
$3.07M -$1.04M -60,729 -23%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$3.02M +$694K +40,665 +26%
LPL Financial
108
LPL Financial
California
$2.96M +$49.9K +2,922 +2%
Wells Fargo
109
Wells Fargo
California
$2.86M -$36.2K -2,121 -1%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2.81M -$1.39M -81,631 -31%
ProShare Advisors
111
ProShare Advisors
Maryland
$2.76M +$128K +7,507 +4%
HF
112
HRT Financial
New York
$2.61M +$1.02M +59,609 +53%
RG
113
Rathbones Group
United Kingdom
$2.6M -$8.53K -500 -0.3%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$2.6M +$35K +2,051 +1%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$2.6M -$1.88M -110,220 -39%
SAM
116
Storebrand Asset Management
Norway
$2.56M -$252K -14,765 -8%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$2.55M -$4.48M -262,431 -61%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$2.54M +$111K +6,530 +4%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$2.48M +$14.7K +862 +0.5%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$2.43M -$170K -9,985 -6%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$2.43M +$1.2M +70,202 +78%
APF
122
Alaska Permanent Fund
Alaska
$2.39M
GF
123
Gabelli Funds
New York
$2.35M
Renaissance Technologies
124
Renaissance Technologies
New York
$2.33M +$1.86M +108,900 +242%
EFS
125
Econ Financial Services
Pennsylvania
$2.29M +$506K +29,632 +24%

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.