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IES Holdings

244 hedge funds and large institutions have $3.12B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.71B → $3.12B (-$581M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.3M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$113M
2 +$19.5M
3 +$16.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.95M

Top Sellers

1 -$22.6M
2 -$13.6M
3 -$7.08M
4
AC
AltraVue Capital
Washington
-$6.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$991
TWC
227
TD Waterhouse Canada
Ontario, Canada
$841
SC
228
Stephens Consulting
Michigan
$826
BWL
229
Bogart Wealth LLC
Virginia
$660
DPW
230
DiNuzzo Private Wealth
Pennsylvania
$496
RWM
231
Rialto Wealth Management
New York
$496
CIAM
232
Caitong International Asset Management
Hong Kong
$495
GFPC
233
Global Financial Private Client
Florida
$495
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$495
Amundi
235
Amundi
France
$485
SIC
236
SJS Investment Consulting
Ohio
$331
WCM
237
WealthTrak Capital Management
Virginia
$331
Optiver Holding
238
Optiver Holding
Netherlands
$330
FFA
239
Farther Finance Advisors
California
$169
TFM
240
TFC Financial Management
Massachusetts
$166
KIM
241
Kestra Investment Management
Texas
$166
PWM
242
Parkworth Wealth Management
California
$165
SFG
243
Stonebridge Financial Group
Pennsylvania
$165
TCM
244
TD Capital Management
Tennessee
$165
CSS
245
Cubist Systematic Strategies
Connecticut
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
Jane Street
247
Jane Street
New York
EI
248
EAM Investors
California
HIS
249
Harvest Investment Services
Illinois
Norges Bank
250
Norges Bank
Norway