We are live on ! Find out more

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
Two Sigma Advisers
201
Two Sigma Advisers
New York
$1.98M -$1.91M -78,200 -51%
NIM
202
NEOS Investment Management
Connecticut
$1.97M +$441K +18,069 +32%
VA
203
Vident Advisory
Georgia
$1.95M +$127K +5,206 +8%
HCMT
204
Highland Capital Management (Tennessee)
Tennessee
$1.93M -$207K -8,455 -10%
VPIM
205
Vanguard Personalized Indexing Management
California
$1.93M +$66.6K +2,728 +4%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$1.93M +$285K +11,675 +19%
MCM
207
Mork Capital Management
California
$1.93M
Man Group
208
Man Group
United Kingdom
$1.88M -$6.77M -277,198 -79%
CL
209
CSS LLC
Illinois
$1.85M -$474K -19,404 -22%
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$1.85M +$52.6K +2,154 +3%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$1.84M -$163K -6,674 -9%
GCA
212
Greenwood Capital Associates
South Carolina
$1.83M -$61K -2,496 -3%
WP
213
Woodline Partners
California
$1.78M +$216K +8,859 +15%
GIM
214
Gold Investment Management
Alberta, Canada
$1.76M -$43.9K -1,798 -3%
NFG
215
Norris Financial Group
South Carolina
$1.76M +$13.7K +562 +0.8%
UM
216
UniSuper Management
Australia
$1.75M -$498K -20,392 -23%
Aberdeen Group
217
Aberdeen Group
United Kingdom
$1.71M +$280K +11,477 +21%
AIM
218
ARGA Investment Management
Connecticut
$1.7M -$39.9K -1,633 -2%
MML Investors Services
219
MML Investors Services
Massachusetts
$1.61M -$263K -10,765 -15%
AF
220
Allworth Financial
California
$1.6M +$26.6K +1,090 +2%
FMI
221
F/M Investments
District of Columbia
$1.59M +$1.48M +60,651 New
Natixis Advisors
222
Natixis Advisors
Massachusetts
$1.58M +$151K +6,195 +11%
STA
223
Summit Trail Advisors
New York
$1.57M +$140K +5,732 +11%
PC
224
Parrish Capital
Georgia
$1.56M +$1.45M +59,212 New
BWM
225
Buckley Wealth Management
Nevada
$1.55M +$1.44M +58,860 New

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.