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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
DADC
126
D.A. Davidson & Co
Montana
$2.3M +$1.41M +98,147 +207%
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.21M +$114K +7,970 +6%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$200K +13,926 +12%
Mariner
129
Mariner
Kansas
$2.12M +$535K +37,280 +38%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$2.11M -$84.1K -5,855 -4%
American Century Companies
131
American Century Companies
Missouri
$2.08M -$28K -1,952 -1%
CA
132
Continental Advisors
Utah
$2.08M
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$2.04M +$278K +19,389 +18%
SEI Investments
134
SEI Investments
Pennsylvania
$2.03M -$1.24M -86,631 -40%
HW
135
Hancock Whitney
Mississippi
$2.03M +$303K +21,066 +20%
SAI
136
Systematic Alpha Investments
New Jersey
$1.99M
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.99M -$538K -37,485 -23%
SOMRS
138
State of Michigan Retirement System
Michigan
$1.92M
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M +$14K +973 +0.8%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$1.87M +$248K +17,285 +17%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.86M +$477K +33,207 +39%
Two Sigma Investments
142
Two Sigma Investments
New York
$1.84M -$10.4M -724,731 -86%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$1.82M -$58.8K -4,092 -3%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$1.81M -$50.7K -3,527 -3%
MIM
145
MetLife Investment Management
New Jersey
$1.78M -$32K -2,225 -2%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$1.74M +$413K +28,727 +35%
Raymond James Financial
147
Raymond James Financial
Florida
$1.74M -$39.1K -2,721 -2%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.73M +$105K +7,314 +7%
CNB
149
Czech National Bank
Czech Republic
$1.73M +$93.3K +6,500 +6%
OTL
150
Oak Thistle LLC
New York
$1.72M +$871K +60,650 +125%

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.