Who Owns INVESCO BOND FUND (VBF)?Hedge Fund & Institutional Holders

$15.15+0.10 (+0.66%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4000300630003e+115T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$14.72$15.32$15.91$16.51$17.11Aug 24Jun 25Mar 26

VBF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SIT INVESTMENT ASSOCIATES INCIncreased+249K+$3.4M
Allspring Global Investments Holdings, LLCNew Position+195K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+249K+$3.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+94K+$1.4M
Hennion & Walsh Asset Management, Inc.New Position+77K+$1.2M
MELFA WEALTH MANAGEMENT, INC.New Position+36K+$554K
OAK HARBOR WEALTH PARTNERS, LLCNew Position+27K+$408K
Ethos Financial Group, LLCNew Position+23K+$347K
Uncommon Cents Investing LLCNew Position+19K+$291K
Shaker Financial Services, LLCNew Position+11K+$167K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+5K+$71K
Noble Wealth Management PBCNew Position+3K+$52K
Citizens National Bank Trust DepartmentNew Position+2K+$26K
PFS Partners, LLCNew Position+360+$5K
MAI Capital ManagementNew Position+1K+$0

VBF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GUGGENHEIM CAPITAL LLCDecreased-53K-$3.6B
Invesco Ltd.Decreased-21K-$2.8B
WealthBridge Capital Management, LLCDecreased-5K-$2.2B
ProVise Management Group, LLCDecreased-6K-$2.0B
BANK OF AMERICA CORP /DE/Decreased-1K-$1.1B
UBS Group AGDecreased-2K-$856.0M
RAYMOND JAMES FINANCIAL INCDecreased-64-$792.6M
ROYAL BANK OF CANADADecreased-454-$568.0M
AMERIPRISE FINANCIAL INCDecreased-752-$389.1M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-11K-$342.5M
IFP Advisors, IncDecreased-2K-$41.2M
PRINCIPAL SECURITIES, INC.Closed Position-743-$11.7M
US BANCORP \DE\Closed Position-75-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC919,298$14.0M0.28%Share
2Allspring Global Investments Holdings, LLC195,123$3.0M0.00%Share
3JONES FINANCIAL COMPANIES LLLP248,720$3.0M0.00%Share
4MORGAN STANLEY204,817$3.0M0.00%Share
51607 Capital Partners, LLC149,362$2.3M0.16%Share
6Invesco Ltd.135,802$2.1M0.00%Share
7WealthBridge Capital Management, LLC132,414$2.0M0.46%Share
8GUGGENHEIM CAPITAL LLC176,603$2.0M0.01%Share
9ProVise Management Group, LLC120,073$1.9M0.13%Share
10WOLVERINE ASSET MANAGEMENT LLC94,006$1.4M0.01%Share
11Hennion & Walsh Asset Management, Inc.76,556$1.2M0.04%Share
12WELLS FARGO & COMPANY/MN111,957$1.0M0.00%Share
13Fiera Capital Corp108,368$1.0M0.00%Share
14BANK OF AMERICA CORP /DE/70,949$1.0M0.00%Share
15CITIGROUP INC70,162$1.0M0.00%Share
16UBS Group AG50,312$775K0.00%Share
17MELFA WEALTH MANAGEMENT, INC.35,964$554K0.32%Share
18RIVERBRIDGE PARTNERS LLC30,637$472K0.01%Share
19OAK HARBOR WEALTH PARTNERS, LLC26,514$408K0.10%Share
20Ethos Financial Group, LLC22,551$347K0.03%Share
21Invesco Ltd.20,590$317K0.00%Share
22UHLMANN PRICE SECURITIES, LLC18,914$291K0.17%Share
23Uncommon Cents Investing LLC18,910$291K0.07%Share
24Shaker Financial Services, LLC10,896$167K0.05%Share
25LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,542$85K0.01%Share
26INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,635$71K0.00%Share
27LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,104$47K0.00%Share
28Farther Finance Advisors, LLC2,350$36K0.00%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,071$31K0.00%Share
30Noble Wealth Management PBC1,700$26K0.01%Share
31Citizens National Bank Trust Department1,700$26K0.00%Share
32Noble Wealth Management PBC1,700$26K0.01%Share
33UBS Group AG1,518$23K0.00%Share
34COMERICA BANK1,538$23K0.00%Share
35FIFTH THIRD BANCORP1,000$15K0.00%Share
36Princeton Global Asset Management LLC600$9K0.00%Share
37PFS Partners, LLC360$5K0.00%Share
38HUNTINGTON NATIONAL BANK1$00.00%Share
39Steward Partners Investment Advisory, LLC900$00.00%Share
40StoneX Group Inc.56,797$00.00%Share
41ROYAL BANK OF CANADA35,545$00.00%Share
42GUGGENHEIM CAPITAL LLC270$00.00%Share
43Cape Investment Advisory, Inc.300$00.00%Share
44AMERIPRISE FINANCIAL INC23,908$00.00%Share
45MAI Capital Management1,354$00.00%Share
46Janney Montgomery Scott LLC26,887$00.00%Share
47LPL Financial LLC12,457$00.00%Share
48PNC FINANCIAL SERVICES GROUP, INC.513$00.00%Share
49HANTZ FINANCIAL SERVICES, INC.1,363$00.00%Share
50MORGAN STANLEY207$00.00%Share

VBF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$44.0M+17
Q3 202532$25.3B-11
Q2 202543$26.8B-2
Q1 202545$28.8B+6
Q4 202439$1.1T+8
Q3 202431$18.3T-4
Q2 202435$26.3T+5
Q1 202430$28.0T—

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As of Q4 2025, 50 institutional investors hold VBF (INVESCO BOND FUND). The largest holder is SIT INVESTMENT ASSOCIATES INC with $14.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own VBF?

As of Q4 2025, 50 institutional investors report holding VBF (INVESCO BOND FUND) in their 13F filings.

Who is the largest institutional holder of VBF?

The largest institutional holder of VBF is SIT INVESTMENT ASSOCIATES INC with $14.0M in shares.

Is institutional ownership of VBF increasing or decreasing?

This quarter, 14 institutions opened new positions in VBF and 2 closed their positions.