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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
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$2.14B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.39B +$23.1M +947,693 +2%
BlackRock
3
BlackRock
New York
$1.02B +$30.6M +1,251,336 +3%
State Street
4
State Street
Massachusetts
$566M +$461K +18,890 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$545M -$13.8M -565,962 -3%
Millennium Management
6
Millennium Management
New York
$365M +$24.8M +1,014,863 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$286M -$6.79M -277,914 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$233M -$22.9M -936,136 -10%
Invesco
9
Invesco
Georgia
$230M +$214M +8,770,121 New
Morgan Stanley
10
Morgan Stanley
New York
$193M -$7.16M -293,135 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$177M +$129M +5,292,867 +368%
Goldman Sachs
12
Goldman Sachs
New York
$169M +$5.02M +205,521 +3%
Northern Trust
13
Northern Trust
Illinois
$158M -$5.8M -237,323 -4%
Fisher Asset Management
14
Fisher Asset Management
Washington
$145M +$7.59M +310,903 +6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$126M -$4.49M -183,983 -4%
Charles Schwab
16
Charles Schwab
California
$115M -$1.18M -48,498 -1%
SC
17
Samlyn Capital
New York
$111M +$55.4M +2,268,260 +117%
Norges Bank
18
Norges Bank
Norway
$103M +$95.3M +3,902,656 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$85.4M +$25.4M +1,040,096 +47%
NAMI
20
Nomura Asset Management International
Pennsylvania
$82.8M +$77M +3,150,958 New
Macquarie Group
21
Macquarie Group
Australia
$78.3M +$661K +27,065 +0.9%
TFM
22
Trian Fund Management
New York
$78M -$285M -11,657,511 -80%
UBS Group
23
UBS Group
Switzerland
$74.7M -$13.8M -565,777 -17%
Deutsche Bank
24
Deutsche Bank
Germany
$69.2M +$28.9M +1,184,725 +82%
Holocene Advisors
25
Holocene Advisors
New York
$64.8M +$954K +39,045 +2%

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.