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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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$2.58M +$437K +17,893 +22%
CA
177
Continental Advisors
Utah
$2.57M -$464K -19,000 -16%
FA
178
Fedenia Advisers
Wisconsin
$2.57M +$2.39M +97,690 New
MCM
179
Maltese Capital Management
New York
$2.5M -$5.37M -219,665 -70%
AFG
180
American Financial Group
Ohio
$2.5M -$3.66M -150,000 -61%
Retirement Systems of Alabama
181
Retirement Systems of Alabama
Alabama
$2.49M -$10.9K -446 -0.5%
HAM
182
Harmony Asset Management
Arizona
$2.48M +$88.1K +3,607 +4%
PMAM
183
Picton Mahoney Asset Management
Ontario, Canada
$2.47M +$726K +29,741 +46%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$2.41M
V
185
ValueWorks
New York
$2.38M -$105K -4,315 -5%
DFCM
186
Dark Forest Capital Management
Puerto Rico
$2.35M +$1.08M +44,360 +98%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$2.33M +$12.9K +527 +0.6%
Wealthfront Advisers
188
Wealthfront Advisers
California
$2.27M +$12.2K +501 +0.6%
AB
189
Amalgamated Bank
New York
$2.24M +$117K +4,792 +6%
SDIC
190
South Dakota Investment Council
South Dakota
$2.2M -$4.95M -202,519 -71%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$2.2M +$252K +10,322 +14%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$2.2M +$1.21M +49,648 +146%
Asset Management One
193
Asset Management One
Japan
$2.17M -$140K -5,725 -7%
CAM
194
Cozad Asset Management
Illinois
$2.16M +$15.7K +642 +0.8%
Neuberger Berman Group
195
Neuberger Berman Group
New York
$2.14M +$102K +4,166 +5%
HI
196
Horizon Investments
North Carolina
$2.14M -$117K -4,798 -6%
Lazard Asset Management
197
Lazard Asset Management
New York
$2.09M -$2.49K -102 -0.1%
TD Asset Management
198
TD Asset Management
Ontario, Canada
$2.03M -$31.2K -1,277 -2%
Osaic Holdings
199
Osaic Holdings
Arizona
$2M +$965K +39,492 +107%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$1.99M -$153K -6,248 -8%

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.