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IES Holdings

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.71B → $3.12B (-$581M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.3M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$113M
2 +$19.5M
3 +$16.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.95M

Top Sellers

1 -$22.6M
2 -$13.6M
3 -$7.08M
4
AC
AltraVue Capital
Washington
-$6.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
251
State of New Jersey Common Pension Fund D
New Jersey
CIP
252
Convergence Investment Partners
Florida
HSBC Holdings
253
HSBC Holdings
United Kingdom
Marshall Wace
254
Marshall Wace
United Kingdom
SC
255
Scotia Capital
Ontario, Canada
PAMP
256
Polar Asset Management Partners
Ontario, Canada
SWM
257
Shepherd Wealth Management
Ohio
Allspring Global Investments
258
Allspring Global Investments
North Carolina
CRI
259
Colonial River Investments
Virginia
AWM
260
Axxcess Wealth Management
California
NRD
261
Nebula Research & Development
New York
PFA
262
Petra Financial Advisors
Colorado
SG Americas Securities
263
SG Americas Securities
New York
EGM
264
Engineers Gate Manager
New York
OQS
265
Occudo Quantitative Strategies
Florida
OAC
266
OMERS Administration Corp
Ontario, Canada
GCP
267
GSA Capital Partners
United Kingdom
FFAM
268
Forge First Asset Management
Canada
PCM
269
Portolan Capital Management
Massachusetts
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
VF
271
Virtu Financial
New York
VI
272
Vestcor Inc
New Brunswick, Canada
PWS
273
Precision Wealth Strategies
Missouri
PD
274
Point72 (DIFC)
United Arab Emirates
N
275
Natixis
France