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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$2.34M +$336K +12,838 +15%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.33M +$934K +35,722 +59%
SCM
178
Sterling Capital Management
North Carolina
$2.31M +$1.92M +73,517 +341%
Retirement Systems of Alabama
179
Retirement Systems of Alabama
Alabama
$2.29M -$10.5K -403 -0.4%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$2.23M
VIA
181
Vanguard Investments Australia
Australia
$2.19M +$2.36M +90,129 New
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$2.14M +$388K +14,825 +20%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$2.14M -$12.4K -474 -0.5%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2.13M -$272K -10,409 -11%
Wealthfront Advisers
185
Wealthfront Advisers
California
$2.12M +$30.1K +1,152 +1%
AB
186
Amalgamated Bank
New York
$2.12M +$52.9K +2,024 +2%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$2.1M +$129K +4,944 +6%
PMAM
188
Picton Mahoney Asset Management
Ontario, Canada
$2.09M -$209K -7,998 -9%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$2.01M +$1.29M +49,319 +148%
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
$1.96M -$8.68M -331,893 -80%
Asset Management One
191
Asset Management One
Japan
$1.95M -$9.86K -377 -0.5%
MLM
192
Mount Lucas Management
Pennsylvania
$1.94M +$841K +32,133 +68%
VC
193
VarCov Co
Connecticut
$1.92M +$2.07M +79,037 New
CAM
194
Cozad Asset Management
Illinois
$1.91M -$87.3K -3,339 -4%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$1.89M +$193K +7,366 +10%
TD Asset Management
196
TD Asset Management
Ontario, Canada
$1.88M +$11.8K +450 +0.6%
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$1.8M +$455K +17,380 +31%
MCM
198
Mork Capital Management
California
$1.78M
HCMT
199
Highland Capital Management (Tennessee)
Tennessee
$1.78M -$6.54K -250 -0.3%
NAG
200
Northstar Advisory Group
New Jersey
$1.75M +$1.88M +71,978 New

IVZ Hedge Fund Activity: Q1 2026 in Review

631 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IVZ positions and 74 closed out — a net gain of 16 holders — while 268 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 631 institutional investors held Invesco (IVZ) as of Q1 2026, up from 627 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 90 funds opened new Invesco positions in Q1 2026 and 74 closed out, a net change of +16 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.