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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
WAS
101
Wesleyan Assurance Society
United Kingdom
$6.78M
GFA
102
Gifford Fong Associates
California
$6.71M
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$6.71M -$108K -4,413 -2%
PCM
104
Poehling Capital Management
Wisconsin
$6.66M -$11.3K -462 -0.2%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$6.58M +$107K +4,400 +2%
YIH
106
Y-Intercept (HK)
Hong Kong
$6.56M +$3.62M +148,128 +146%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$6.55M -$762K -31,183 -11%
ETC
108
Exchange Traded Concepts
Oklahoma
$6.19M +$5.46M +223,665 +1,848%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$6.18M +$912K +37,345 +19%
OCM
110
Olstein Capital Management
New York
$6.12M -$1.73M -71,000 -23%
Victory Capital Management
111
Victory Capital Management
Texas
$5.93M +$303K +12,393 +6%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$5.93M -$46.2K -1,891 -0.8%
Group One Trading
113
Group One Trading
Illinois
$5.89M +$3.66M +149,793 +201%
EAM
114
Erste Asset Management
Austria
$5.68M +$515K +21,103 +11%
Wellington Management Group
115
Wellington Management Group
Massachusetts
$5.67M -$258K -10,554 -5%
GF
116
Gabelli Funds
New York
$5.65M
Stifel Financial
117
Stifel Financial
Missouri
$5.44M +$1.99M +81,588 +65%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$5.4M +$1.47M +60,293 +41%
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$5.31M -$77.3K -3,163 -2%
EI
120
EAM Investors
California
$5.28M +$4.91M +200,876 New
DADC
121
D.A. Davidson & Co
Montana
$5.17M +$446K +18,279 +10%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$5.06M +$173K +7,068 +4%
Creative Planning
123
Creative Planning
Kansas
$4.82M +$2.28M +93,445 +104%
CAM
124
Cacti Asset Management
Georgia
$4.78M -$353K -14,450 -8%
Universal-Beteiligungs- und Servicegesellschaft
125
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M +$935K +38,279 +27%

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.