We are live on ! Find out more
IESC icon

IES Holdings

273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 89 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

82% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 39

81% more capital invested

Capital invested by funds: $3.13B → $5.67B (+$2.54B)

12% more funds holding

Funds holding: 244273 (+29)

1.68% more ownership

Funds ownership: 94.59%96.27% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 86

20% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $29.9M

Holders
273
Holders Change
+29
Holders Change %
+11.89%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
71
Increased
89
Reduced
86
Closed
39
Calls
$23.9M
Puts
$29.9M
Net Calls
-$6.01M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$18K +$2.83K +12 +24%
US Bancorp
227
US Bancorp
Minnesota
$17.8K +$2.59K +11 +22%
Optiver Holding
228
Optiver Holding
Netherlands
$15.4K +$11.8K +50 +2,500%
FMTCOCP
229
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
FHA
230
First Horizon Advisors
Tennessee
$12.7K
HCA
231
Harbor Capital Advisors
Illinois
$12K -$2.83K -12 -22%
SS
232
SBI Securities
Japan
$11.3K -$4.01K -17 -31%
RIL
233
Rothschild Investment LLC
Illinois
$10.7K
HWM
234
Hemington Wealth Management
Virginia
$8K +$2.83K +12 +75%
PA
235
Parallel Advisors
California
$7.41K +$236 +1 +4%
BCV
236
Banque Cantonale Vaudoise
Switzerland
$7K -$5.89K -25 -50%
CA
237
Clearstead Advisors
Ohio
$6.52K +$5.18K +22 New
S
238
SignatureFD
Georgia
$6.52K -$4.71K -20 -48%
SCM
239
Sterling Capital Management
North Carolina
$6.52K +$3.06K +13 +144%
HCM
240
Hollencrest Capital Management
California
$5.92K
EP
241
Essential Partners
California
$5.92K +$4.71K +20 New
LI
242
LRI Investments
Florida
$5.86K
BIA
243
Bell Investment Advisors
California
$4.74K -$3.06K -13 -45%
BBHC
244
Brown Brothers Harriman & Co
New York
$3.85K +$3.06K +13 New
AF
245
Allworth Financial
California
$3.26K +$943 +4 +57%
JWA
246
JFS Wealth Advisors
Pennsylvania
$3.26K +$1.18K +5 +83%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$2.96K +$2.36K +10 New
JGIA
248
Jackson Grant Investment Advisers
Connecticut
$2.96K
AssetMark Inc
249
AssetMark Inc
California
$2.96K +$2.36K +10 New
KIM
250
Kestra Investment Management
Texas
$2.83K +$2.12K +9 +900%

IESC Hedge Fund Activity: Q2 2025 in Review

273 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2025, worth a combined $5.67B — up 81% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IESC positions and 39 closed out — a net gain of 32 holders — while 89 added to existing stakes and 86 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $19M.

  • 273 institutional investors held IES Holdings (IESC) as of Q2 2025, up from 244 in Q1 2025.
  • Funds reported $5.67B of IES Holdings stock for Q2 2025, up 81% quarter-over-quarter.
  • 71 funds opened new IES Holdings positions in Q2 2025 and 39 closed out, a net change of +32 holders.
  • The largest IES Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $62.6M added.
  • The largest IES Holdings seller in Q2 2025 was Dimensional Fund Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.