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IES Holdings

321 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 96 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $5.67B → $7.63B (+$1.96B)

18% more funds holding

Funds holding: 273321 (+48)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $48.1M

Holders
321
Holders Change
+48
Holders Change %
+17.58%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
82
Increased
96
Reduced
93
Closed
29
Calls
$43.3M
Puts
$48.1M
Net Calls
-$4.81M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Trek Financial
Arizona
$209K +$181K +526 New
William Blair & Company
227
William Blair & Company
Illinois
$209K +$181K +525 New
EWA
228
Exencial Wealth Advisors
Oklahoma
$208K +$180K +524 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$208K +$180K +523 New
SSIM
230
Sheets Smith Investment Management
Texas
$207K +$179K +521 New
PAM
231
PVG Asset Management
Colorado
$207K +$179K +521 New
DWG
232
Darden Wealth Group
Michigan
$207K +$179K +520 New
KWM
233
KFG Wealth Management
Indiana
$206K +$178K +518 New
AI
234
Atom Investors
Texas
$204K +$176K +512 New
CPC
235
Consolidated Planning Corp
Georgia
$202K +$175K +508 New
TRCT
236
Tower Research Capital (TRC)
New York
$192K -$215K -624 -56%
GC
237
Globeflex Capital
California
$181K +$156K +454 New
A
238
AlphaQuest
New York
$176K +$82.6K +240 +118%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$51.6K -150 -28%
Comerica Bank
240
Comerica Bank
Texas
$149K -$344 -1 -0.3%
BTI
241
Blue Trust Inc
Georgia
$148K +$44.4K +129 +53%
HI
242
Harbour Investments
Wisconsin
$141K
KBC Group
243
KBC Group
Belgium
$120K
AB
244
Amalgamated Bank
New York
$115K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$110K +$95K +276 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$109K -$52.7K -153 -36%
Walleye Capital
247
Walleye Capital
New York
$96.2K +$83.3K +242 New
ASN
248
Advisory Services Network
Georgia
$91.5K +$79.2K +230 New
CCA
249
Catalyst Capital Advisors
New York
$87.5K
US Bancorp
250
US Bancorp
Minnesota
$84.7K +$52.7K +153 +255%

IESC Hedge Fund Activity: Q3 2025 in Review

321 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2025, worth a combined $7.63B — up 35% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IESC positions and 29 closed out — a net gain of 53 holders — while 96 added to existing stakes and 93 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 321 institutional investors held IES Holdings (IESC) as of Q3 2025, up from 273 in Q2 2025.
  • Funds reported $7.63B of IES Holdings stock for Q3 2025, up 35% quarter-over-quarter.
  • 82 funds opened new IES Holdings positions in Q3 2025 and 29 closed out, a net change of +53 holders.
  • The largest IES Holdings buyer in Q3 2025 was First Trust Advisors, an estimated $101M added.
  • The largest IES Holdings seller in Q3 2025 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2025.