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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
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.23B
Vanguard Group
2
Vanguard Group
Pennsylvania
$747M -$38.1M -2,232,355 -4%
BlackRock
3
BlackRock
New York
$727M -$120M -7,058,893 -13%
TFM
4
Trian Fund Management
New York
$352M
State Street
5
State Street
Massachusetts
$333M +$4.86M +284,820 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$300M -$6.1M -357,748 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$167M +$10.9M +636,121 +6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$165M +$49.2M +2,882,928 +35%
Northern Trust
9
Northern Trust
Illinois
$107M +$12.3M +721,947 +11%
Goldman Sachs
10
Goldman Sachs
New York
$107M +$59.8M +3,507,150 +100%
AllianceBernstein
11
AllianceBernstein
Tennessee
$106M +$10.3M +605,161 +9%
Morgan Stanley
12
Morgan Stanley
New York
$99.3M +$9.92M +581,307 +10%
UBS Group
13
UBS Group
Switzerland
$93M +$42.6M +2,495,254 +69%
Fisher Asset Management
14
Fisher Asset Management
Washington
$72M +$3.58M +209,784 +5%
Charles Schwab
15
Charles Schwab
California
$67.6M +$505K +29,613 +0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$61.1M +$19.7M +1,154,697 +40%
Norges Bank
17
Norges Bank
Norway
$49.9M
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$48.9M +$55M +3,220,523 New
Deutsche Bank
19
Deutsche Bank
Germany
$45.1M -$6.14M -359,539 -11%
Amundi
20
Amundi
France
$44.3M +$9.41M +551,588 +21%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$43.6M +$2.78M +163,167 +6%
Barclays
22
Barclays
United Kingdom
$41.7M +$1.52M +88,934 +3%
Millennium Management
23
Millennium Management
New York
$40.2M -$78.2M -4,582,311 -63%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$39.6M -$19.8M -1,159,100 -31%
Marshall Wace
25
Marshall Wace
United Kingdom
$39M +$41.6M +2,439,846 +1,892%

IVZ Hedge Fund Activity: Q1 2025 in Review

518 of the 7,457 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.