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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
LIP
101
Lighthouse Investment Partners
Florida
$3.72M +$3.39M +235,850 New
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$3.72M +$966K +67,246 +40%
Canada Life
103
Canada Life
Manitoba, Canada
$3.72M +$30.6K +2,131 +0.9%
YIH
104
Y-Intercept (HK)
Hong Kong
$3.63M +$1.99M +138,752 +152%
JF
105
Jump Financial
Illinois
$3.63M -$14.3K -996 -0.4%
Twin Tree Management
106
Twin Tree Management
Texas
$3.59M +$3.27M +227,833 New
DFCM
107
Dark Forest Capital Management
Puerto Rico
$3.53M +$1.43M +99,496 +80%
Stifel Financial
108
Stifel Financial
Missouri
$3.51M -$288K -20,074 -8%
CCIA
109
Campbell & Co Investment Adviser
Maryland
$3.39M +$2.41M +167,985 +359%
JFG
110
Jefferies Financial Group
New York
$3.26M -$10.7M -744,998 -78%
Connor, Clark & Lunn Investment Management (CC&L)
111
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.1M +$2.6M +181,232 +1,165%
QCM
112
Qsemble Capital Management
New York
$3.08M +$1.57M +109,577 +128%
PCM
113
Prana Capital Management
Connecticut
$3M +$2.73M +189,992 New
ProShare Advisors
114
ProShare Advisors
Maryland
$2.94M +$68.1K +4,744 +3%
ECM
115
ExodusPoint Capital Management
New York
$2.81M -$12.2M -846,728 -83%
Rafferty Asset Management
116
Rafferty Asset Management
New York
$2.75M +$204K +14,201 +9%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$2.69M -$9.66K -673 -0.4%
RG
118
Rathbones Group
United Kingdom
$2.69M -$17.2K -1,200 -0.7%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.68M +$40.3K +2,806 +2%
GCM
120
Graham Capital Management
Connecticut
$2.68M +$2.44M +169,871 New
SAM
121
Storebrand Asset Management
Norway
$2.66M
Wells Fargo
122
Wells Fargo
California
$2.59M -$349K -24,312 -13%
EAM
123
Erste Asset Management
Austria
$2.52M +$282K +19,654 +14%
GF
124
Gabelli Funds
New York
$2.44M
MCM
125
Maltese Capital Management
New York
$2.37M +$1.15M +80,000 +114%

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.