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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
GIM
201
Gold Investment Management
Alberta, Canada
$1.07M +$37.7K +2,624 +4%
SFI
202
Susquehanna Fundamental Investments
Pennsylvania
$1.05M -$6.12M -426,270 -86%
YCM
203
Yousif Capital Management
Michigan
$1.03M +$962 +67 +0.1%
VI
204
Versor Investments
New York
$1.02M -$290K -20,200 -24%
VIM
205
Vinva Investment Management
Australia
$1.01M -$87.4K -6,084 -13%
Adage Capital Partners
206
Adage Capital Partners
Massachusetts
$1.01M -$172K -12,000 -16%
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$974K +$273K +19,026 +45%
MML Investors Services
208
MML Investors Services
Massachusetts
$954K +$439K +30,540 +102%
NYLIM
209
New York Life Investment Management
New York
$947K +$13.7K +951 +2%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$946K +$60.7K +4,228 +8%
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$946K +$45.1K +3,138 +6%
TAP
212
Tounjian Advisory Partners
Florida
$940K -$11.7K -818 -1%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$910K -$2.03M -141,438 -71%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$897K -$81.6K -5,679 -9%
AF
215
Allworth Financial
California
$897K +$73.4K +5,113 +10%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$847K -$1.89M -131,802 -71%
BC
217
Bridgefront Capital
Texas
$836K +$287K +20,011 +61%
Corient Private Wealth
218
Corient Private Wealth
Florida
$834K +$258K +17,981 +52%
MOACM
219
Mutual of America Capital Management
New York
$809K -$11.1K -773 -1%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$793K -$31.8K -2,215 -4%
PAS
221
Point72 Asia (Singapore)
Singapore
$788K +$717K +49,950 New
Natixis Advisors
222
Natixis Advisors
Massachusetts
$770K +$456K +31,745 +186%
KPWS
223
Kestra Private Wealth Services
Texas
$763K -$83.6K -5,819 -11%
WP
224
Woodline Partners
California
$762K +$151K +10,501 +28%
I
225
INVST
Indiana
$759K +$1.12K +78 +0.2%

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.