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IVZ

Invesco Ltd.
FinancialsAsset Management & Custody BanksLatest close $648 of 27 marquee funds currently hold171 CUSIPs mapped
Current holders
8
27 funds tracked
Ever held
12
Current + past
New this quarter
8
Exited this quarter
1

Marquee-fund ownership over time

Aug 13, 2013May 15, 2020Aug 14, 2024May 15, 2026
Now
159

This quarter's activity

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Greenlight Capital$0.00$64
Renaissance Technologies re-entered$43$64+46%
Citadel Advisors re-entered$0.00$64
Two Sigma Investments re-entered$85$64-26%
D.E. Shaw re-entered$0.00$64
AQR Capital Management re-entered$189$64-66%
Millennium Management re-entered$85$64-26%
Point72 Asset Management re-entered$0.00$64

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point
FundEntry → ExitReturn
Bridgewater Associates 11× in & out+0%
Maverick Capital 5× in & out+0%
Coatue Management+0%
Viking Global Investors+0%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at Invesco Ltd.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d
15
Filings · last 90d
29
Total on file
202
Recent SEC buffer
Most recent
Jun 1, 2026

30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 202 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · Invesco Ltd.

Annual figures sourced directly from Invesco Ltd.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue
$6.38B
FY2025+5% YoY
Net income
$538M
FY2024+261% YoY
EPS (diluted)
$-1.60
FY2025-236% YoY
Free cash flow(?)
$1.44B
FY2025+29% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for Invesco Ltd. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$112$112+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$62$62+1%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$17$17+2%
Citadel AdvisorsQ2 2026open$12$12-0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$91$89-2%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$20$20+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$20$20+0%
Citadel AdvisorsQ2 2026open$20$20-0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$165$167+1%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$64$64-0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$30$30+2%
Citadel AdvisorsQ2 2026open$52$52+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$64$65+1%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Citadel AdvisorsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$143$141-1%
Two Sigma InvestmentsQ2 2026open$165$167+1%
Two Sigma InvestmentsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$64$64-0%
Two Sigma InvestmentsQ2 2026open$0.00+0%
Two Sigma InvestmentsQ2 2026open$0.00+0%
D.E. ShawQ2 2026open$0.00+0%
D.E. ShawQ2 2026open$143$141-1%
D.E. ShawQ2 2026open$91$89-2%
D.E. ShawQ2 2026open$165$167+1%
D.E. ShawQ2 2026open$0.00+0%
D.E. ShawQ2 2026open$30$30+2%
AQR Capital ManagementQ2 2026open$0.00+0%
Millennium ManagementQ2 2026open$2.99$2.96-1%
Point72 Asset ManagementQ2 2026open$0.00+0%
Renaissance TechnologiesQ2 2026open$83$83-1%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$11$11-4%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$105$106+1%
Citadel AdvisorsQ1 2026Q2 2026$62$67+8%
Citadel AdvisorsQ1 2026Q2 2026$72$64-11%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$79$85+7%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026Q2 2026$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$0.00+0%
Citadel AdvisorsQ1 2026open$3.13$2.96-5%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026Q2 2026$0.00+0%
Two Sigma InvestmentsQ1 2026open$64$89+39%
Two Sigma InvestmentsQ1 2026open$16$17+7%
Two Sigma InvestmentsQ1 2026open$0.00+0%
Two Sigma InvestmentsQ1 2026open$0.00+0%
Two Sigma InvestmentsQ1 2026open$0.00+0%
Two Sigma InvestmentsQ1 2026open$0.00+0%
Two Sigma InvestmentsQ1 2026open$0.00+0%
Two Sigma InvestmentsQ1 2026open$0.00+0%
D.E. ShawQ1 2026Q2 2026$95$107+14%
D.E. ShawQ1 2026open$16$17+7%
D.E. ShawQ1 2026open$79$84+6%
AQR Capital ManagementQ1 2026open$29$29-3%
AQR Capital ManagementQ1 2026open$177$167-6%
Millennium ManagementQ1 2026Q2 2026$57$64+12%
Point72 Asset ManagementQ1 2026open$62$67+8%
Point72 Asset ManagementQ1 2026open$72$65-10%
Renaissance TechnologiesQ1 2026Q2 2026$64$95+49%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$15$16+9%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$19$20+1%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$73$79+9%
Citadel AdvisorsQ4 2025Q1 2026$28$32+14%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q1 2026$0.00+0%
Citadel AdvisorsQ4 2025Q2 2026$0.00+0%
Citadel AdvisorsQ4 2025Q2 2026$27$28+6%
Citadel AdvisorsQ4 2025open$0.00+0%
Citadel AdvisorsQ4 2025open$0.00+0%
Citadel AdvisorsQ4 2025open$0.00+0%
Citadel AdvisorsQ4 2025open$0.00+0%
Citadel AdvisorsQ4 2025open$0.00+0%
Citadel AdvisorsQ4 2025open$0.00+0%
Two Sigma InvestmentsQ4 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q1 2026$100$107+7%
Two Sigma InvestmentsQ4 2025Q2 2026$13$12-0%
Two Sigma InvestmentsQ4 2025Q2 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q2 2026$0.00+0%
Two Sigma InvestmentsQ4 2025Q2 2026$28$30+4%
AQR Capital ManagementQ4 2025Q1 2026$19$19+1%
AQR Capital ManagementQ4 2025open$117$141+21%
AQR Capital ManagementQ4 2025open$111$125+12%
AQR Capital ManagementQ4 2025open$0.00+0%
AQR Capital ManagementQ4 2025open$47$54+15%
AQR Capital ManagementQ4 2025open$0.00+0%
AQR Capital ManagementQ4 2025open$0.00+0%
AQR Capital ManagementQ4 2025open$0.00+0%
AQR Capital ManagementQ4 2025open$0.00+0%
AQR Capital ManagementQ4 2025open$0.00+0%
Renaissance TechnologiesQ4 2025Q1 2026$24$24+1%
Renaissance TechnologiesQ4 2025open$150$167+11%
Bridgewater AssociatesQ4 2025Q2 2026$0.00+0%
Citadel AdvisorsQ3 2025Q4 2025$0.00+0%
Citadel AdvisorsQ3 2025Q4 2025$103$104+1%
Citadel AdvisorsQ3 2025Q4 2025$0.00+0%
Citadel AdvisorsQ3 2025Q4 2025$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$110$115+5%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q1 2026$0.00+0%
Citadel AdvisorsQ3 2025Q2 2026$0.00+0%
Citadel AdvisorsQ3 2025open$0.00+0%
Citadel AdvisorsQ3 2025open$0.00+0%
Citadel AdvisorsQ3 2025open$0.00+0%
Citadel AdvisorsQ3 2025open$0.00+0%
Citadel AdvisorsQ3 2025open$0.00+0%
Two Sigma InvestmentsQ3 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ3 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ3 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ3 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ3 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ3 2025Q1 2026$117$119+1%
Two Sigma InvestmentsQ3 2025Q1 2026$59$62+6%
Two Sigma InvestmentsQ3 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ3 2025open$0.00+0%
Two Sigma InvestmentsQ3 2025open$0.00+0%
D.E. ShawQ3 2025Q4 2025$117$117-0%
D.E. ShawQ3 2025Q4 2025$72$73+2%
D.E. ShawQ3 2025Q1 2026$0.00+0%
D.E. ShawQ3 2025open$0.00+0%
AQR Capital ManagementQ3 2025open$0.00+0%
AQR Capital ManagementQ3 2025open$0.00+0%
AQR Capital ManagementQ3 2025open$55$64+16%
AQR Capital ManagementQ3 2025open$70$84+20%
Millennium ManagementQ3 2025Q4 2025$0.00+0%
Point72 Asset ManagementQ3 2025open$0.00+0%
Renaissance TechnologiesQ3 2025Q4 2025$110$112+1%
Renaissance TechnologiesQ3 2025Q4 2025$72$73+1%
Renaissance TechnologiesQ3 2025Q4 2025$117$117+0%
Renaissance TechnologiesQ3 2025Q1 2026$71$79+10%
Renaissance TechnologiesQ3 2025Q2 2026$55$64+17%
Renaissance TechnologiesQ3 2025Q2 2026$105$126+19%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$9.96$9.66-3%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$0.00+0%
Citadel AdvisorsQ2 2025Q3 2025$9.55$9.79+3%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$66$71+7%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q4 2025$0.00+0%
Citadel AdvisorsQ2 2025Q1 2026$59$68+16%
Citadel AdvisorsQ2 2025Q1 2026$0.00+0%
Citadel AdvisorsQ2 2025Q1 2026$42$53+27%
Citadel AdvisorsQ2 2025Q1 2026$0.00+0%
Citadel AdvisorsQ2 2025Q1 2026$19$19+4%
Citadel AdvisorsQ2 2025Q1 2026$0.00+0%
Citadel AdvisorsQ2 2025open$0.00+0%
Citadel AdvisorsQ2 2025open$0.00+0%
Citadel AdvisorsQ2 2025open$0.00+0%
Citadel AdvisorsQ2 2025open$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q3 2025$68$72+7%
Two Sigma InvestmentsQ2 2025Q4 2025$0.00+0%
Two Sigma InvestmentsQ2 2025Q1 2026$0.00+0%
Two Sigma InvestmentsQ2 2025open$0.00+0%
D.E. ShawQ2 2025Q3 2025$14$14+1%
D.E. ShawQ2 2025Q4 2025$130$151+16%
D.E. ShawQ2 2025Q4 2025$49$58+20%
AQR Capital ManagementQ2 2025open$0.00+0%
AQR Capital ManagementQ2 2025open$103$116+13%
Millennium ManagementQ2 2025Q3 2025$104$117+13%
Renaissance TechnologiesQ2 2025Q3 2025$39$46+19%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$0.00+0%
Citadel AdvisorsQ1 2025Q2 2025$3.49$3.19-9%
Citadel AdvisorsQ1 2025Q3 2025$0.00+0%
Citadel AdvisorsQ1 2025Q3 2025$15$14-6%
Citadel AdvisorsQ1 2025Q4 2025$0.00+0%
Citadel AdvisorsQ1 2025Q4 2025$0.00+0%
Citadel AdvisorsQ1 2025Q4 2025$54$54+1%
Citadel AdvisorsQ1 2025Q4 2025$0.00+0%
Citadel AdvisorsQ1 2025Q4 2025$0.00+0%
Citadel AdvisorsQ1 2025Q1 2026$0.00+0%
Citadel AdvisorsQ1 2025Q1 2026$102$120+18%
Citadel AdvisorsQ1 2025Q1 2026$0.00+0%
Citadel AdvisorsQ1 2025Q1 2026$0.00+0%
Citadel AdvisorsQ1 2025Q1 2026$55$59+8%
Citadel AdvisorsQ1 2025Q2 2026$24$24+2%
Citadel AdvisorsQ1 2025Q2 2026$0.00+0%
Citadel AdvisorsQ1 2025open$0.00+0%
Two Sigma InvestmentsQ1 2025Q2 2025$0.00+0%
Two Sigma InvestmentsQ1 2025Q2 2025$0.00+0%
D.E. ShawQ1 2025Q3 2025$40$46+14%
D.E. ShawQ1 2025Q3 2025$0.00+0%
D.E. ShawQ1 2025Q1 2026$0.00+0%
AQR Capital ManagementQ1 2025open$0.00+0%
Millennium ManagementQ1 2025Q2 2025$106$103-3%
Renaissance TechnologiesQ1 2025Q2 2025$51$49-5%
Renaissance TechnologiesQ1 2025Q2 2025$100$98-2%
Renaissance TechnologiesQ1 2025Q2 2025$68$65-4%
Renaissance TechnologiesQ1 2025Q3 2025$219$238+9%
Renaissance TechnologiesQ1 2025Q3 2025$46$46+1%
Renaissance TechnologiesQ1 2025Q1 2026$106$114+7%
Bridgewater AssociatesQ1 2025Q3 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$70$68-3%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2025$0.00+0%
Citadel AdvisorsQ4 2024Q2 2025$100$106+7%
Citadel AdvisorsQ4 2024Q2 2025$0.00+0%
Citadel AdvisorsQ4 2024Q2 2025$0.00+0%
Citadel AdvisorsQ4 2024Q2 2025$0.00+0%
Citadel AdvisorsQ4 2024Q2 2025$0.00+0%
Citadel AdvisorsQ4 2024Q3 2025$18$19+5%
Citadel AdvisorsQ4 2024Q3 2025$67$72+8%
Citadel AdvisorsQ4 2024Q4 2025$12$13+1%
Citadel AdvisorsQ4 2024Q4 2025$19$20+7%
Citadel AdvisorsQ4 2024Q4 2025$0.00+0%
Citadel AdvisorsQ4 2024Q1 2026$20$21+5%
Citadel AdvisorsQ4 2024Q1 2026$0.00+0%
Citadel AdvisorsQ4 2024Q1 2026$0.00+0%
Citadel AdvisorsQ4 2024Q1 2026$0.00+0%
Citadel AdvisorsQ4 2024Q2 2026$94$143+52%
Citadel AdvisorsQ4 2024Q2 2026$0.00+0%
Citadel AdvisorsQ4 2024Q2 2026$0.00+0%
Citadel AdvisorsQ4 2024open$0.00+0%
Citadel AdvisorsQ4 2024open$0.00+0%
Citadel AdvisorsQ4 2024open$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q1 2025$30$28-4%
Two Sigma InvestmentsQ4 2024Q1 2025$69$67-3%
Two Sigma InvestmentsQ4 2024Q2 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q2 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q3 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q4 2025$17$15-13%
Two Sigma InvestmentsQ4 2024Q4 2025$0.00+0%
Two Sigma InvestmentsQ4 2024Q4 2025$0.00+0%
Two Sigma InvestmentsQ4 2024open$0.00+0%
Two Sigma InvestmentsQ4 2024open$208$291+40%
Two Sigma InvestmentsQ4 2024open$56$65+15%
D.E. ShawQ4 2024Q1 2025$94$102+8%
D.E. ShawQ4 2024Q1 2025$49$51+5%
D.E. ShawQ4 2024Q1 2025$0.00+0%
D.E. ShawQ4 2024Q3 2025$70$70+1%
D.E. ShawQ4 2024Q3 2025$69$72+5%
AQR Capital ManagementQ4 2024Q1 2025$23$23+0%
AQR Capital ManagementQ4 2024Q1 2026$0.00+0%
AQR Capital ManagementQ4 2024Q1 2026$0.00+0%
AQR Capital ManagementQ4 2024open$0.00+0%
AQR Capital ManagementQ4 2024open$67$83+24%
Millennium ManagementQ4 2024Q1 2025$0.00+0%
Millennium ManagementQ4 2024Q1 2025$17$15-9%
Millennium ManagementQ4 2024Q1 2025$39$40+3%
Millennium ManagementQ4 2024Q2 2025$69$68-2%
Millennium ManagementQ4 2024Q2 2025$3.19$3.19-0%
Millennium ManagementQ4 2024Q2 2025$70$66-6%
Renaissance TechnologiesQ4 2024Q1 2025$122$117-4%
Bridgewater AssociatesQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$42$46+12%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$46$53+16%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$51$56+10%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q4 2024$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$56$55-2%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$98$101+2%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$18$18+2%
Citadel AdvisorsQ3 2024Q1 2025$22$23+2%
Citadel AdvisorsQ3 2024Q1 2025$21$21+2%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2025$7.67$7.57-1%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q2 2025$23$25+9%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q2 2025$45$49+10%
Citadel AdvisorsQ3 2024Q2 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$0.00+0%
Citadel AdvisorsQ3 2024Q3 2025$30$30+0%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$38$54+39%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$27$36+31%
Citadel AdvisorsQ3 2024Q4 2025$189$250+33%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$50$59+19%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$108$151+40%
Citadel AdvisorsQ3 2024Q4 2025$67$71+7%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q4 2025$96$100+5%
Citadel AdvisorsQ3 2024Q4 2025$0.00+0%
Citadel AdvisorsQ3 2024Q1 2026$0.00+0%
Citadel AdvisorsQ3 2024Q1 2026$0.00+0%
Citadel AdvisorsQ3 2024Q1 2026$0.00+0%
Citadel AdvisorsQ3 2024Q2 2026$0.00+0%
Citadel AdvisorsQ3 2024Q2 2026$75$107+43%
Citadel AdvisorsQ3 2024open$0.00+0%
Citadel AdvisorsQ3 2024open$0.00+0%
Citadel AdvisorsQ3 2024open$0.00+0%
Citadel AdvisorsQ3 2024open$98$116+19%
Citadel AdvisorsQ3 2024open$0.00+0%
Two Sigma InvestmentsQ3 2024Q4 2024$85$94+10%
Two Sigma InvestmentsQ3 2024Q4 2024$0.00+0%
Two Sigma InvestmentsQ3 2024Q4 2024$0.00+0%
Two Sigma InvestmentsQ3 2024Q1 2025$61$68+11%
Two Sigma InvestmentsQ3 2024Q3 2025$12$13+7%
Two Sigma InvestmentsQ3 2024Q3 2025$42$46+10%
Two Sigma InvestmentsQ3 2024Q1 2026$45$57+28%
Two Sigma InvestmentsQ3 2024Q2 2026$63$83+32%
Two Sigma InvestmentsQ3 2024open$0.00+0%
D.E. ShawQ3 2024Q4 2024$0.00+0%
D.E. ShawQ3 2024Q4 2024$27$31+11%
D.E. ShawQ3 2024Q4 2024$0.00+0%
D.E. ShawQ3 2024Q4 2024$0.00+0%
D.E. ShawQ3 2024Q4 2024$75$80+7%
D.E. ShawQ3 2024Q1 2025$16$15-7%
D.E. ShawQ3 2024Q1 2025$12$13+11%
D.E. ShawQ3 2024Q1 2025$50$57+14%
D.E. ShawQ3 2024Q1 2025$46$55+20%
D.E. ShawQ3 2024Q1 2025$98$106+9%
D.E. ShawQ3 2024Q2 2025$0.00+0%
D.E. ShawQ3 2024Q3 2025$42$46+10%
D.E. ShawQ3 2024Q3 2025$96$102+7%
D.E. ShawQ3 2024Q4 2025$0.00+0%
D.E. ShawQ3 2024Q1 2026$91$120+32%
D.E. ShawQ3 2024open$0.00+0%
D.E. ShawQ3 2024open$0.00+0%
D.E. ShawQ3 2024open$0.00+0%
AQR Capital ManagementQ3 2024open$189$291+54%
AQR Capital ManagementQ3 2024open$50$67+36%
AQR Capital ManagementQ3 2024open$51$65+27%
AQR Capital ManagementQ3 2024open$0.00+0%
AQR Capital ManagementQ3 2024open$0.00+0%
Millennium ManagementQ3 2024Q4 2024$85$94+10%
Millennium ManagementQ3 2024Q4 2024$108$118+9%
Millennium ManagementQ3 2024Q4 2024$45$49+10%
Millennium ManagementQ3 2024Q1 2025$0.00+0%
Millennium ManagementQ3 2024Q1 2025$0.00+0%
Millennium ManagementQ3 2024Q2 2025$63$69+10%
Millennium ManagementQ3 2024Q2 2025$96$98+2%
Millennium ManagementQ3 2024open$0.00+0%
Point72 Asset ManagementQ3 2024Q2 2025$0.00+0%
Renaissance TechnologiesQ3 2024Q4 2024$43$49+13%
Renaissance TechnologiesQ3 2024Q4 2024$42$47+12%
Renaissance TechnologiesQ3 2024Q4 2024$19$19+1%
Renaissance TechnologiesQ3 2024Q1 2025$21$21+2%
Renaissance TechnologiesQ3 2024Q2 2025$62$68+10%
Renaissance TechnologiesQ3 2024Q2 2025$66$67+1%
Renaissance TechnologiesQ3 2024Q2 2025$82$104+26%
Renaissance TechnologiesQ3 2024Q2 2025$90$99+10%
Renaissance TechnologiesQ3 2024Q3 2025$98$103+5%
Renaissance TechnologiesQ3 2024Q3 2025$19$20+5%
Renaissance TechnologiesQ3 2024Q4 2025$0.00+0%
Renaissance TechnologiesQ3 2024Q1 2026$18$19+7%
Renaissance TechnologiesQ3 2024Q2 2026$18$20+8%
Maverick CapitalQ2 2024Q3 2024$0.00+0%
Greenlight CapitalQ1 2024open$0.00+0%
Maverick CapitalQ4 2023Q1 2024$0.00+0%
Bridgewater AssociatesQ3 2023Q4 2023$0.00+0%
Maverick CapitalQ2 2023Q3 2023$0.00+0%
Maverick CapitalQ4 2022Q1 2023$0.00+0%
Maverick CapitalQ2 2021Q2 2022$0.00+0%
Bridgewater AssociatesQ1 2021Q4 2022$0.00+0%
Coatue ManagementQ1 2020Q2 2020$0.00+0%
Bridgewater AssociatesQ4 2019Q2 2020$0.00+0%
Bridgewater AssociatesQ2 2018Q2 2019$0.00+0%
Bridgewater AssociatesQ3 2016Q3 2017$0.00+0%
Bridgewater AssociatesQ3 2015Q1 2016$0.00+0%
Bridgewater AssociatesQ4 2014Q1 2015$0.00+0%
Viking Global InvestorsQ4 2013Q1 2014$0.00+0%
Bridgewater AssociatesQ3 2013Q4 2013$0.00+0%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.