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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$1.36M -$182K -12,649 -13%
Wealthfront Advisers
177
Wealthfront Advisers
California
$1.34M -$25.2K -1,754 -2%
VA
178
Vident Advisory
Georgia
$1.33M -$51.1K -3,560 -4%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$1.33M +$125K +8,685 +12%
Lazard Asset Management
180
Lazard Asset Management
New York
$1.3M -$27.7K -1,928 -2%
AB
181
Amalgamated Bank
New York
$1.3M +$15.4K +1,070 +1%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$1.28M -$29.4K -2,045 -2%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$1.28M +$23.9K +1,664 +2%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$1.27M -$66.9K -4,661 -5%
CAM
185
Cozad Asset Management
Illinois
$1.26M -$62.6K -4,361 -5%
SG Americas Securities
186
SG Americas Securities
New York
$1.22M +$951K +66,197 +588%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$1.21M
Aberdeen Group
188
Aberdeen Group
United Kingdom
$1.21M +$124K +8,639 +13%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$35.2K +2,451 +3%
GCA
190
Greenwood Capital Associates
South Carolina
$1.18M -$35K -2,440 -3%
GCM
191
Gator Capital Management
Florida
$1.18M +$1.08M +75,000 New
NRD
192
Nebula Research & Development
New York
$1.18M +$414K +28,803 +63%
MCM
193
Mork Capital Management
California
$1.16M
AA
194
ABC Arbitrage
France
$1.12M +$537K +37,400 +111%
Neuberger Berman Group
195
Neuberger Berman Group
New York
$1.12M +$53.1K +3,701 +6%
MF
196
Magnetar Financial
Illinois
$1.11M +$862K +60,031 +568%
VPIM
197
Vanguard Personalized Indexing Management
California
$1.11M +$176K +12,242 +21%
QOP
198
Quinn Opportunity Partners
Virginia
$1.11M +$1.01M +70,100 New
CCM
199
Cinctive Capital Management
New York
$1.09M -$3.42M -238,236 -77%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$1.08M +$186K +12,969 +23%

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.