507 hedge funds and large institutions have $6.47B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
196
Reduced
185
Closed
71
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.28B
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M +$34.1M +2,162,629 +4%
BlackRock
3
BlackRock
New York
$713M -$41.9M -2,660,005 -6%
State Street
4
State Street
Massachusetts
$351M +$5.24M +332,340 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$331M +$19.9M +1,264,746 +6%
TFM
6
Trian Fund Management
New York
$231M -$135M -8,544,987 -37%
AQR Capital Management
7
AQR Capital Management
Connecticut
$182M +$9.18M +584,035 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$1.39M +88,094 +0.8%
Goldman Sachs
9
Goldman Sachs
New York
$173M +$61.8M +3,915,804 +56%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$141M +$125M +7,952,857 +814%
AllianceBernstein
11
AllianceBernstein
Tennessee
$125M +$14.8M +939,365 +13%
Morgan Stanley
12
Morgan Stanley
New York
$105M +$1.83M +116,080 +2%
Northern Trust
13
Northern Trust
Illinois
$104M -$8.09M -512,898 -7%
UBS Group
14
UBS Group
Switzerland
$90.5M -$6.11M -387,677 -6%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$80.3M +$29.5M +1,871,666 +58%
Fisher Asset Management
16
Fisher Asset Management
Washington
$77.9M +$3.09M +195,787 +4%
Charles Schwab
17
Charles Schwab
California
$70.6M +$397K +25,145 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$64M +$527K +33,404 +0.8%
First Trust Advisors
19
First Trust Advisors
Illinois
$53.3M +$52.3M +3,315,480 +5,065%
Norges Bank
20
Norges Bank
Norway
$51.8M +$51.8M +3,287,134 New
Bank of America
21
Bank of America
North Carolina
$45.6M +$15.7M +997,825 +53%
Deutsche Bank
22
Deutsche Bank
Germany
$45.5M -$1.4M -88,813 -3%
Barclays
23
Barclays
United Kingdom
$42.1M -$1.28M -80,852 -3%
Amundi
24
Amundi
France
$39.5M -$13.7M -824,069 -26%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.7M -$4.66M -295,466 -12%