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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
CC
201
Centiva Capital
New York
$1.01M +$592K +34,673 +109%
KK
202
KLP Kapitalforvaltning
Norway
$1,000K -$59.7K -3,500 -5%
First Trust Advisors
203
First Trust Advisors
Illinois
$993K +$99.1K +5,805 +10%
YCM
204
Yousif Capital Management
Michigan
$992K -$6.35K -372 -0.6%
GIM
205
Gold Investment Management
Alberta, Canada
$966K +$151K +8,833 +16%
TAP
206
Tounjian Advisory Partners
Florida
$953K +$1.07M +62,790 New
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$949K -$27.3K -1,600 -2%
LAM
208
LECAP Asset Management
United Kingdom
$948K -$209K -12,262 -16%
NYLIM
209
New York Life Investment Management
New York
$897K +$2.63K +154 +0.3%
VPIM
210
Vanguard Personalized Indexing Management
California
$883K +$157K +9,226 +19%
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$864K +$133K +7,796 +16%
ET
212
Entropy Technologies
New York
$851K -$118K -6,911 -11%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$846K -$272K -15,959 -22%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$843K +$948K +55,575 New
KPWS
215
Kestra Private Wealth Services
Texas
$822K -$101K -5,925 -10%
PCA
216
Pallas Capital Advisors
Massachusetts
$799K +$48.3K +2,828 +6%
MFG
217
Merit Financial Group
Georgia
$796K +$259K +15,201 +41%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$796K +$21.5K +1,260 +2%
DTL
219
Dynamic Technology Lab
Singapore
$793K +$892K +52,291 New
MOACM
220
Mutual of America Capital Management
New York
$790K -$29.7K -1,743 -3%
RIL
221
Rothschild Investment LLC
Illinois
$753K -$50.1K -2,935 -6%
SM
222
Sciencast Management
New Jersey
$747K +$262K +15,344 +45%
OTL
223
Oak Thistle LLC
New York
$738K +$830K +48,655 New
I
224
INVST
Indiana
$729K +$820K +48,054 New
AF
225
Allworth Financial
California
$729K +$663K +38,856 +301%

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.