We are live on ! Find out more

637 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 270 increasing their positions, 193 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

40% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 193

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

1.98% more ownership

Funds ownership: 92.46%94.44% (+2%)

1% more funds holding

Funds holding: 629637 (+8)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$635M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
637
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
7.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
92
Increased
270
Reduced
193
Closed
75
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M

IVZ Hedge Fund Activity: Q1 2026 in Review

637 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IVZ positions and 75 closed out — a net gain of 17 holders — while 270 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 637 institutional investors held Invesco (IVZ) as of Q1 2026, up from 629 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 92 funds opened new Invesco positions in Q1 2026 and 75 closed out, a net change of +17 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.