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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$4.6M +$3.74M +152,954 +274%
MIC
127
Mubadala Investment Company
United Arab Emirates
$4.53M +$4.21M +172,468 New
RG
128
Rathbones Group
United Kingdom
$4.48M
IMC Chicago
129
IMC Chicago
Illinois
$4.42M +$3.3M +135,067 +407%
JFG
130
Jefferies Financial Group
New York
$4.41M +$136K +5,553 +3%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$4.39M +$172K +7,031 +4%
SAM
132
Storebrand Asset Management
Norway
$4.36M -$63.4K -2,595 -2%
SSA
133
Schonfeld Strategic Advisors
New York
$4.32M -$4.48M -183,342 -53%
Two Sigma Investments
134
Two Sigma Investments
New York
$4.26M -$2.57M -105,016 -39%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$4.22M +$383K +15,663 +11%
FSA
136
Financial Sense Advisors
California
$4.15M +$43.8K +1,792 +1%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$4.14M -$317K -12,962 -8%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$4.11M +$1.94M +79,543 +105%
Vontobel Holding
139
Vontobel Holding
Switzerland
$4.03M -$769K -31,500 -17%
Rafferty Asset Management
140
Rafferty Asset Management
New York
$4.01M -$299K -12,231 -7%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$4.01M -$272K -11,143 -7%
PFSRSONJ
142
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.01M -$243K -9,937 -6%
Wells Fargo
143
Wells Fargo
California
$3.89M +$19.9K +813 +0.6%
KWM
144
Kingsview Wealth Management
Oregon
$3.89M +$2.71M +110,939 +300%
ProShare Advisors
145
ProShare Advisors
Maryland
$3.88M -$173K -7,092 -5%
American Century Companies
146
American Century Companies
Missouri
$3.67M +$215K +8,793 +7%
CIP
147
Convergence Investment Partners
Florida
$3.58M +$117K +4,781 +4%
DSCM
148
Del-Sette Capital Management
New York
$3.58M +$126K +5,164 +4%
HW
149
Hancock Whitney
Mississippi
$3.52M +$122K +4,975 +4%
Capital Fund Management (CFM)
150
Capital Fund Management (CFM)
France
$3.48M -$11.8M -481,209 -78%

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.