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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
Lazard Asset Management
176
Lazard Asset Management
New York
$1.28M +$359K +21,033 +33%
CAM
177
Cozad Asset Management
Illinois
$1.27M +$1.43M +84,011 New
HCMT
178
Highland Capital Management (Tennessee)
Tennessee
$1.26M -$124K -7,280 -8%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$1.24M +$96.2K +5,635 +7%
AB
180
Amalgamated Bank
New York
$1.23M -$20K -1,174 -1%
CCA
181
Carrera Capital Advisors
Michigan
$1.21M +$184K +10,781 +16%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$1.2M -$26.6K -1,561 -2%
KWM
183
Kiker Wealth Management
Georgia
$1.19M -$33.2K -1,944 -2%
CL
184
CSS LLC
Illinois
$1.18M +$845K +49,500 +176%
GCA
185
Greenwood Capital Associates
South Carolina
$1.18M +$98.6K +5,777 +8%
Impax Asset Management Group
186
Impax Asset Management Group
United Kingdom
$1.17M +$45.4K +2,661 +4%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$1.17M
VIM
188
Vinva Investment Management
Australia
$1.16M +$131K +7,672 +19%
Adage Capital Partners
189
Adage Capital Partners
Massachusetts
$1.15M +$1.3M +75,941 New
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$1.14M -$40.3K -2,361 -3%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$20.4K +1,194 +2%
MCM
192
Mork Capital Management
California
$1.11M
SCM
193
Sterling Capital Management
North Carolina
$1.11M -$103K -6,009 -8%
Osaic Holdings
194
Osaic Holdings
Arizona
$1.1M +$527K +30,862 +74%
HAM
195
Harmony Asset Management
Arizona
$1.1M +$17.2K +1,010 +1%
BA
196
Bridgewater Associates
Connecticut
$1.08M -$303K -17,782 -20%
MCM
197
Maltese Capital Management
New York
$1.06M +$1.19M +70,000 New
Aberdeen Group
198
Aberdeen Group
United Kingdom
$1.03M +$641K +37,543 +122%
KBC Group
199
KBC Group
Belgium
$1.03M -$381K -22,327 -25%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.02M +$36.7K +2,152 +3%

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.