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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
UM
151
UniSuper Management
Australia
$1.72M +$83.1K +5,788 +6%
WI
152
WBI Investments
New Jersey
$1.72M +$1.57M +109,292 New
Asset Management One
153
Asset Management One
Japan
$1.71M +$1.37M +95,190 +729%
SO
154
STRS Ohio
Ohio
$1.69M -$248K -17,283 -14%
IFU
155
iSAM Funds (UK)
United Kingdom
$1.68M +$1.53M +106,352 New
BGIM
156
Brandywine Global Investment Management
Pennsylvania
$1.67M -$35.5K -2,470 -2%
ASRS
157
Arizona State Retirement System
Arizona
$1.65M +$113K +7,867 +8%
AIM
158
ARGA Investment Management
Connecticut
$1.64M +$70.6K +4,918 +5%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$1.64M -$166K -11,588 -10%
CL
160
CSS LLC
Illinois
$1.64M +$379K +26,420 +34%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$1.62M +$11.4K +792 +0.8%
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$1.62M +$1.14M +79,531 +347%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$1.61M +$91.1K +6,341 +7%
V
164
ValueWorks
New York
$1.55M -$25.6K -1,780 -2%
TI
165
Trexquant Investment
Connecticut
$1.54M -$395K -27,522 -22%
Truist Financial
166
Truist Financial
North Carolina
$1.53M -$9.48K -660 -0.7%
KK
167
KLP Kapitalforvaltning
Norway
$1.52M +$437K +30,400 +46%
Retirement Systems of Alabama
168
Retirement Systems of Alabama
Alabama
$1.51M -$3.35K -233 -0.2%
SMDAM
169
Sumitomo Mitsui DS Asset Management
Japan
$1.49M +$116K +8,064 +9%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.46M -$2.18M -152,101 -62%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$1.44M -$94.9K -6,605 -7%
HAM
172
Harmony Asset Management
Arizona
$1.43M +$266K +18,512 +26%
N
173
Natixis
France
$1.38M +$677K +47,110 +117%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$1.38M -$1.2M -83,801 -49%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.37M -$21.8K -1,519 -2%

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.