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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
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$3.47M +$158K +6,489 +5%
QCM
152
QRG Capital Management
Illinois
$3.43M -$1.57M -64,345 -33%
BBVA
153
Banco Bilbao Vizcaya Argentaria
Spain
$3.39M -$134K -5,494 -4%
SAI
154
Systematic Alpha Investments
New Jersey
$3.32M
BGIM
155
Brandywine Global Investment Management
Pennsylvania
$3.25M +$470K +19,250 +18%
Canada Life
156
Canada Life
Manitoba, Canada
$3.2M -$1.06M -43,592 -26%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.09M -$102K -4,166 -3%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$3.09M +$109K +4,443 +4%
LCM
159
Landscape Capital Management
New Jersey
$3.08M +$2.87M +117,432 New
CNB
160
Czech National Bank
Czech Republic
$3.08M +$100K +4,099 +4%
SOMRS
161
State of Michigan Retirement System
Michigan
$3.06M -$100K -4,100 -3%
CIBC World Market
162
CIBC World Market
Ontario, Canada
$2.99M +$343K +14,045 +14%
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
$2.99M
Public Sector Pension Investment Board (PSP Investments)
164
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.98M +$419K +17,164 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.88M +$2.25M +91,941 +521%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.86M +$165K +6,747 +7%
MIM
167
MetLife Investment Management
New Jersey
$2.77M -$95.6K -3,912 -4%
ZIM
168
Zacks Investment Management
Illinois
$2.76M +$2.57M +105,173 New
Baird Financial Group
169
Baird Financial Group
Wisconsin
$2.75M -$31.9K -1,305 -1%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.72M -$87K -3,561 -3%
Truist Financial
171
Truist Financial
North Carolina
$2.65M -$133K -5,453 -5%
Walleye Capital
172
Walleye Capital
New York
$2.63M +$2.2M +90,147 +894%
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$2.6M +$1.03M +42,245 +74%
ASRS
174
Arizona State Retirement System
Arizona
$2.6M -$173K -7,095 -7%
KK
175
KLP Kapitalforvaltning
Norway
$2.59M +$39.1K +1,600 +2%

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.