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IES Holdings
IESC

Overview Fund Activity

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.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
83
Reduced
92
Closed
50
Calls
$39.3M
Puts
$26.6M
Net Calls
+$12.7M
Net Calls Change
+$27.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$40.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.49M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
AC
4
AltraVue Capital
Washington
$26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
226
Rise Advisors
New York
$991 6 +6 New
TWC
227
TD Waterhouse Canada
Ontario, Canada
$841 5 -1,945 -100%
SC
228
Stephens Consulting
Michigan
$826 5 +5 New
BWL
229
Bogart Wealth LLC
Virginia
$660 4 -12 -75%
DPW
230
DiNuzzo Private Wealth
Pennsylvania
$496 3 -3 -50%
RWM
231
Rialto Wealth Management
New York
$496 3 +3 New
CIAM
232
Caitong International Asset Management
Hong Kong
$495 3 – –
GFPC
233
Global Financial Private Client
Florida
$495 3 +2 +200%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$495 3 +3 New
Amundi
235
Amundi
France
$485 3 +3 New
SIC
236
SJS Investment Consulting
Ohio
$331 2 -1 -33%
WCM
237
WealthTrak Capital Management
Virginia
$331 2 +2 New
Optiver Holding
238
Optiver Holding
Netherlands
$330 2 +2 New
FFA
239
Farther Finance Advisors
California
$169 1 – –
TFM
240
TFC Financial Management
Massachusetts
$166 1 – –
KIM
241
Kestra Investment Management
Texas
$166 1 +1 New
PWM
242
Parkworth Wealth Management
California
$165 1 – –
TCM
243
TD Capital Management
Tennessee
$165 1 +1 New
SFG
244
Stonebridge Financial Group
Pennsylvania
$165 1 +1 New
CSS
245
Cubist Systematic Strategies
Connecticut
– – -35,206 Closed
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
– – -27,647 Closed
Jane Street
247
Jane Street
New York
– – -15,453 Closed
EI
248
EAM Investors
California
– – -12,828 Closed
HIS
249
Harvest Investment Services
Illinois
– – -9,497 Closed
Norges Bank
250
Norges Bank
Norway
– – -7,746 Closed
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