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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
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.28B
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M +$31.1M +2,162,629 +4%
BlackRock
3
BlackRock
New York
$713M -$38.2M -2,660,005 -6%
State Street
4
State Street
Massachusetts
$351M +$4.77M +332,340 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$331M +$18.2M +1,264,746 +6%
TFM
6
Trian Fund Management
New York
$231M -$123M -8,544,987 -37%
AQR Capital Management
7
AQR Capital Management
Connecticut
$182M +$8.39M +584,035 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$1.27M +88,094 +0.8%
Goldman Sachs
9
Goldman Sachs
New York
$173M +$56.2M +3,915,804 +56%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$141M +$114M +7,952,857 +814%
AllianceBernstein
11
AllianceBernstein
Tennessee
$125M +$13.5M +939,365 +13%
Morgan Stanley
12
Morgan Stanley
New York
$105M +$1.67M +116,080 +2%
Northern Trust
13
Northern Trust
Illinois
$104M -$7.37M -512,898 -7%
UBS Group
14
UBS Group
Switzerland
$90.5M -$5.57M -387,677 -6%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$80.3M +$26.9M +1,871,666 +58%
Fisher Asset Management
16
Fisher Asset Management
Washington
$77.9M +$2.81M +195,787 +4%
Charles Schwab
17
Charles Schwab
California
$70.6M +$361K +25,145 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$64M +$480K +33,404 +0.8%
First Trust Advisors
19
First Trust Advisors
Illinois
$53.3M +$47.6M +3,315,480 +5,065%
Norges Bank
20
Norges Bank
Norway
$51.8M
Bank of America
21
Bank of America
North Carolina
$45.6M +$14.3M +997,825 +53%
Deutsche Bank
22
Deutsche Bank
Germany
$45.5M -$1.28M -88,813 -3%
Barclays
23
Barclays
United Kingdom
$42.1M -$1.16M -80,852 -3%
Amundi
24
Amundi
France
$39.5M -$11.8M -824,069 -26%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.7M -$4.24M -295,466 -12%

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.