Invesco

IVZ • NYSE

Invesco is a asset management company in the financial services sector on NYSE, led by Andrew R. Schlossberg, with a market cap of $11.7B. As of Q3 2025, 87% of shares are held by 545 institutional investors, with MASSACHUSETTS MUTUAL LIFE INSURANCE CO as the largest holder at 18.24%.

President and CEOAndrew R. Schlossberg

Market Cap$11.7B

Asset Management

Financial Services

Employees8.5K

Websiteinvesco.com

Country

United States of America

Overview

Overview of institutional ownership in IVZ as of Q3 2025 with a market cap of $10.2B

All Institutions

Institutions: 545
Value Held: $8.9B
Shares Held: 389.5M
Avg Position: $16.4M
Median Position: $644.7K

Hedge Funds

Hedge Funds: 54
Value Held: $1.4B
Shares Held: 62.5M
Avg Position: $26.5M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

73.34%

$7.5B

Hedge Funds

14.01%

$1.4B

Retail & Other

12.65%

$1.3B

Based on market cap of $10.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IVZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M MASSACHUSETTS MUTUAL LIFE INSURANCE CO Institution	-	$1.9B 85.97% of portfolio	18.24% 81.3M shares	Q3 2024 Held for 1y 2m	$2.2B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.2B 0.02% of portfolio	11.66% 52.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$865.0M 0.02% of portfolio	8.45% 37.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$493.7M 0.02% of portfolio	4.83% 21.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$489.3M 0.10% of portfolio	4.78% 21.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
TRIAN FUND MANAGEMENT, L.P. Hedge Fund•Activist	Nelson ("Nmn") Peltz CEO	$335.6M 8.17% of portfolio	3.28% 14.6M shares	Q2 2020 Held for 5y 5m	$4.1B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$295.2M 0.24% of portfolio	2.89% 12.9M shares	≤ Q2 2013 Held for 12y 5m+	$121.98B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$256.5M 0.02% of portfolio	2.51% 11.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$225.2M 0.14% of portfolio	2.20% 9.8M shares	Q4 2014 Held for 10y 11m	$156.17B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$175.1M 0.01% of portfolio	1.71% 7.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for IVZ in Q3 2025

Traded: −$158.3M
Buyers: 297
Sellers: 220
Total Bought: +$806.6M
Total Sold: −$964.9M
Avg Position: $15.0M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$261.7M +11.4M shares	$295.2M 12.9M shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$55.7M +2.4M shares	$55.7M 2.4M shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	+$44.6M +1.9M shares	$44.6M 1.9M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$34.8M +1.5M shares	$34.8M 1.5M shares
M MACQUARIE GROUP LTD Institution	+$25.7M +1.1M shares	$67.7M 3.0M shares
MORGAN STANLEY RIA/Wealth	+$22.2M +969.5K shares	$175.1M 7.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$21.1M +921.9K shares	$114.3M 5.0M shares
AMERIPRISE FINANCIAL INC Institution	+$20.3M +885.6K shares	$35.4M 1.5M shares
P Prana Capital Management, LP Hedge Fund•Long/Short	+$18.6M +808.9K shares	$22.9M 998.9K shares
Walleye Trading LLC RIA/Wealth	+$13.8M +603.7K shares	$14.4M 629.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$172.8M −7.5M shares	$865.0M 37.7M shares
GOLDMAN SACHS GROUP INC Institution	−$108.4M −4.7M shares	$142.7M 6.2M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$67.3M −2.9M shares	$114.5M 5.0M shares
UBS Group AG Institution	−$53.5M −2.3M shares	$78.2M 3.4M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$41.1M −1.8M shares	$225.2M 9.8M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$40.5M −1.8M shares	$76.3M 3.3M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$32.9M −1.4M shares	$33.3M 1.5M shares
BANK OF AMERICA CORP /DE/ Institution	−$32.8M −1.4M shares	$33.6M 1.5M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$24.9M −1.1M shares	$5.4M 236.1K shares
BARCLAYS PLC Institution	−$20.7M −903.0K shares	$40.6M 1.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVZ in Q3 2025

New Positions: 38
New Value: $62.7M
Exited Positions: 51
Exited Value: $77.3M

New Positions

Institution	Position Value
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	$44.6M 1.9M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$7.7M 337.1K shares
Del-Sette Capital Management, LLC RIA/Wealth	$3.0M 131.2K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.1M 49.3K shares
G Guinness Asset Management LTD Institution	$672.0K 29.2K shares
Q Quantessence Capital LLC Hedge Fund•Quant	$578.1K 25.2K shares
Foundations Investment Advisors, LLC RIA/Wealth	$502.5K 21.9K shares
I INCEPTIONR LLC Hedge Fund•Quant	$493.5K 21.5K shares
Aaron Wealth Advisors LLC RIA/Wealth	$325.6K 14.2K shares
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth	$301.4K 13.1K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$19.5M 1.2M shares
Marshall Wace LLP Institution	$10.3M 652.3K shares
Q Qube Research & Technologies Ltd Institution	$10.0M 635.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$7.0M 442.6K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$5.5M 348.3K shares
M Mubadala Investment Co PJSC Institution	$4.0M 253.5K shares
J Jump Financial, LLC Institution	$3.6M 230.2K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$3.4M 214.8K shares
ISAM Funds Ltd Hedge Fund•Quant	$1.7M 106.4K shares
A ABC ARBITRAGE SA Institution	$1.1M 71.2K shares

Options Activity

Institutions with the largest Call and Put options positions in IVZ as of Q3 2025

Call Positions: 16
Call Value: $191.9M
Put Positions: 15
Put Value: $48.4M

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$105.2M 45.9K contracts
N NOMURA HOLDINGS INC Institution	$25.7M 11.2K contracts
J JANE STREET GROUP, LLC Institution	$21.0M 9.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$19.2M 8.4K contracts
P PEAK6 LLC Institution	$7.7M 3.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.4M 3.2K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$2.4M 1.1K contracts
W WOLVERINE TRADING, LLC Institution	$1.6M 685.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$380.8K 166.0 contracts
Walleye Trading LLC RIA/Wealth	$337.2K 147.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$21.3M 9.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.6M 3.3K contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$4.7M 2.1K contracts
Walleye Trading LLC RIA/Wealth	$4.1M 1.8K contracts
J JANE STREET GROUP, LLC Institution	$2.8M 1.2K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.1M 902.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.9M 816.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.6M 699.0 contracts
P PEAK6 LLC Institution	$626.3K 273.0 contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$486.3K 212.0 contracts

Most Committed Institutions

Institutions with IVZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MASSACHUSETTS MUTUAL LIFE INSURANCE CO Institution	-	85.97% $1.9B	18.24% 81.3M shares	Q3 2024 Held for 1y 2m	$2.2B
TRIAN FUND MANAGEMENT, L.P. Hedge Fund•Activist	Nelson ("Nmn") Peltz CEO	8.17% $335.6M	3.28% 14.6M shares	Q2 2020 Held for 5y 5m	$4.1B
AMERICAN FINANCIAL GROUP INC Institution	S. Craig Lindner CEO	2.22% $5.6M	0.05% 245.0K shares	Q4 2018 Held for 6y 11m	$253.5M
Del-Sette Capital Management, LLC RIA/Wealth	Iii Hermes Del-Sette Managing Partner	1.87% $3.0M	0.03% 131.2K shares	Q3 2025 Held for 2 months	$160.9M
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	1.81% $2.7M	0.03% 116.7K shares	Q2 2018 Held for 7y 5m	$148.0M
O Olstein Capital Management, L.P. Long Only Manager	Robert Alan Olstein CEO	1.32% $7.0M	0.07% 304.0K shares	Q1 2014 Held for 11y 8m	$529.6M
P Poehling Capital Management, LLC RIA/Wealth	Patrick William Poehling President	1.25% $5.8M	0.06% 253.8K shares	Q4 2017 Held for 7y 11m	$465.0M
WEALTHCARE CAPITAL MANAGEMENT, INC. RIA/Wealth	Matthew Thomas Regan President	1.24% $12.2M	0.12% 531.5K shares	Q3 2024 Held for 1y 2m	$984.9M
Gifford Fong Associates Long Only Manager	Steven Gifford Fong CEO	1.23% $5.9M	0.06% 255.4K shares	Q3 2020 Held for 5y 2m	$475.8M
M Mork Capital Management Institution	-	1.16% $1.7M	0.02% 73.4K shares	Q4 2016 Held for 8y 11m	$145.1M

Hedge Fund Spotlight

Discover hedge funds investing in IVZ

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Invesco

Market Value: $114.3M
Shares Held: 5.0M
Portfolio Weight: 0.09%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%