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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
UM
151
UniSuper Management
Australia
$1.57M +$255K +14,959 +17%
CNB
152
Czech National Bank
Czech Republic
$1.56M +$93K +5,450 +6%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.55M +$118K +6,888 +7%
CF
154
Corebridge Financial
Texas
$1.55M -$59K -3,456 -3%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$1.54M -$58.1K -3,402 -3%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$1.53M -$83.3K -4,881 -5%
V
157
ValueWorks
New York
$1.51M -$1.84M -107,565 -52%
AIM
158
ARGA Investment Management
Connecticut
$1.5M
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$1.5M +$11.6K +678 +0.7%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$1.49M
Truist Financial
161
Truist Financial
North Carolina
$1.48M -$7.85K -460 -0.5%
Mariner
162
Mariner
Kansas
$1.48M -$8.84K -518 -0.5%
ASRS
163
Arizona State Retirement System
Arizona
$1.47M -$21.6K -1,267 -1%
Retirement Systems of Alabama
164
Retirement Systems of Alabama
Alabama
$1.46M -$17.7K -1,035 -1%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$1.46M -$22.7K -1,328 -1%
GC
166
Guggenheim Capital
Illinois
$1.41M +$528K +30,912 +50%
YIH
167
Y-Intercept (HK)
Hong Kong
$1.39M +$735K +43,077 +89%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1.34M -$1.76K -103 -0.1%
VA
169
Vident Advisory
Georgia
$1.33M +$216K +12,645 +17%
Wealthfront Advisers
170
Wealthfront Advisers
California
$1.32M -$10.5K -615 -0.7%
SMDAM
171
Sumitomo Mitsui DS Asset Management
Japan
$1.31M +$70.3K +4,120 +5%
QCM
172
Qsemble Capital Management
New York
$1.3M -$2.39K -140 -0.2%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$1.3M +$347K +20,324 +31%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$1.29M +$106K +6,239 +8%
VI
175
Versor Investments
New York
$1.29M -$790K -46,300 -35%

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.