We are live on ! Find out more

566 hedge funds and large institutions have $8.98B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $205M | Put options by funds: $59.3M

94% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $6.5B → $8.98B (+$2.49B)

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

8% more funds holding

Funds holding: 522566 (+44)

4.22% less ownership

Funds ownership: 92.02%87.8% (-4.2%)

Holders
566
Holders Change
+44
Holders Change %
+8.43%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
200
Reduced
178
Closed
53
Calls
$205M
Puts
$59.3M
Net Calls
+$146M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.87B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B +$12.3M +593,140 +1%
BlackRock
3
BlackRock
New York
$865M -$156M -7,534,036 -17%
State Street
4
State Street
Massachusetts
$494M -$15.3M -738,212 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$489M +$6.62M +319,104 +2%
TFM
6
Trian Fund Management
New York
$336M
Millennium Management
7
Millennium Management
New York
$295M +$237M +11,407,394 +781%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$257M +$1.99M +95,633 +0.9%
AQR Capital Management
9
AQR Capital Management
Connecticut
$225M -$37.2M -1,793,560 -15%
Morgan Stanley
10
Morgan Stanley
New York
$175M +$20.1M +969,505 +15%
Northern Trust
11
Northern Trust
Illinois
$143M -$6.75M -325,356 -5%
Goldman Sachs
12
Goldman Sachs
New York
$143M -$98M -4,723,276 -43%
Fisher Asset Management
13
Fisher Asset Management
Washington
$119M +$5.38M +258,995 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$115M -$60.9M -2,932,641 -37%
Citadel Advisors
15
Citadel Advisors
Florida
$114M +$19.1M +921,874 +23%
Charles Schwab
16
Charles Schwab
California
$102M -$1.1M -52,993 -1%
UBS Group
17
UBS Group
Switzerland
$78.2M -$48.4M -2,332,421 -41%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$76.3M -$36.7M -1,766,158 -35%
First Trust Advisors
19
First Trust Advisors
Illinois
$71.3M -$5.64M -271,698 -8%
Macquarie Group
20
Macquarie Group
Australia
$67.7M +$23.2M +1,119,715 +61%
Holocene Advisors
21
Holocene Advisors
New York
$55.7M +$50.4M +2,428,894 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.7M +$255K +12,287 +0.6%
SC
23
Samlyn Capital
New York
$44.6M +$40.3M +1,942,781 New
Amundi
24
Amundi
France
$42.8M -$12.6M -605,040 -25%
Barclays
25
Barclays
United Kingdom
$40.6M -$18.7M -903,029 -34%