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IES Holdings

315 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.32% more ownership

Funds ownership: 96.29%96.61% (+0.32%)

0% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 93

10% less call options, than puts

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

Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$58.9K
Federated Hermes
252
Federated Hermes
Pennsylvania
$52.5K
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$44.9K
C
254
Covestor
United Kingdom
$43K
VCM
255
Versant Capital Management
Arizona
$41K
SWM
256
Spire Wealth Management
Virginia
$39.8K
SS
257
SBI Securities
Japan
$39K
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$35K
GRP
259
Global Retirement Partners
California
$31K
MTC
260
Matrix Trust Company
Colorado
$27K
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$27K
TWD
262
True Wealth Design
Ohio
$24.3K
EWA
263
EverSource Wealth Advisors
Alabama
$23.9K
RFP
264
Root Financial Partners
California
$21.9K
Optiver Holding
265
Optiver Holding
Netherlands
$20.3K
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
QCG
267
Quadrant Capital Group
Ohio
$16.3K
HCA
268
Harbor Capital Advisors
Illinois
$15K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$14.7K
S
270
SignatureFD
Georgia
$13.1K
RIL
271
Rothschild Investment LLC
Illinois
$12.3K
HWM
272
Hemington Wealth Management
Virginia
$12K
FHC
273
First Horizon Corporation
Tennessee
$11.5K
PA
274
Parallel Advisors
California
$10.3K
BCV
275
Banque Cantonale Vaudoise
Switzerland
$10K