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IES Holdings
IESC

Overview Fund Activity

271 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
68
Increased
90
Reduced
86
Closed
38
Calls
$23.9M
Puts
$29.9M
Net Calls
-$6.01M
Net Calls Change
-$18.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$707M
2
PP
2
Pertento Partners
United Kingdom
$46.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M
4
UCMOK
4
United Capital Management of KS
Kansas
$13.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$32.7M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$167M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.5M
3
BlackRock
3
BlackRock
New York
$209M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.5M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$2.07K +$2.07K +7 New
DPW
252
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$889 +3 +100%
QL
253
Quarry LP
New York
$1.48K -$3.26K -11 -69%
FFO
254
Fortitude Family Office
Arizona
$1.48K +$1.48K +5 New
SC
255
Stephens Consulting
Michigan
$1.19K -$296 -1 -20%
BWL
256
Bogart Wealth LLC
Virginia
$1.19K – – –
RWM
257
Rialto Wealth Management
New York
$1.19K +$296 +1 +33%
PTC
258
Private Trust Company
Ohio
$1.19K +$1.19K +4 New
TPWA
259
Twin Peaks Wealth Advisors
California
$707 +$707 +2 New
WCM
260
WealthTrak Capital Management
Virginia
$593 – – –
SIC
261
SJS Investment Consulting
Ohio
$593 – – –
RA
262
Rise Advisors
New York
$592 -$1.18K -4 -67%
BFS
263
Bare Financial Services
Pennsylvania
$592 +$592 +2 New
TIM
264
Tortoise Investment Management
New York
$592 +$592 +2 New
HIA
265
HFM Investment Advisors
New Jersey
$592 +$592 +2 New
LFG
266
Larson Financial Group
Missouri
$592 +$592 +2 New
TFM
267
TFC Financial Management
Massachusetts
$297 – – –
CIAM
268
Caitong International Asset Management
Hong Kong
$296 -$592 -2 -67%
PWM
269
Parkworth Wealth Management
California
$296 – – –
BHWM
270
Bay Harbor Wealth Management
Maryland
$296 +$296 +1 New
HAI
271
Hennessy Advisors Inc
California
– -$12.2M -74,100 Closed
SPPAM
272
Summit Partners Public Asset Management
Massachusetts
– -$8.75M -53,000 Closed
Wolverine Trading
273
Wolverine Trading
Illinois
– -$2.79M -16,739 Closed
BC
274
Beaconlight Capital
New York
– -$1.88M -11,388 Closed
DFCM
275
Dark Forest Capital Management
Puerto Rico
– -$1.33M -8,063 Closed
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11
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