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IES Holdings
IESC

Overview Fund Activity

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.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
83
Reduced
92
Closed
50
Calls
$39.3M
Puts
$26.6M
Net Calls
+$12.7M
Net Calls Change
+$27.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$40.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.49M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
AC
4
AltraVue Capital
Washington
$26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
251
State of New Jersey Common Pension Fund D
New Jersey
– – -7,352 Closed
CIP
252
Convergence Investment Partners
Florida
– – -7,010 Closed
HSBC Holdings
253
HSBC Holdings
United Kingdom
– – -4,934 Closed
Marshall Wace
254
Marshall Wace
United Kingdom
– – -4,788 Closed
SC
255
Scotia Capital
Ontario, Canada
– – -4,752 Closed
PAMP
256
Polar Asset Management Partners
Ontario, Canada
– – -4,658 Closed
SWM
257
Shepherd Wealth Management
Ohio
– – -4,289 Closed
Allspring Global Investments
258
Allspring Global Investments
North Carolina
– – -4,070 Closed
CRI
259
Colonial River Investments
Virginia
– – -4,043 Closed
AWM
260
Axxcess Wealth Management
California
– – -4,020 Closed
NRD
261
Nebula Research & Development
New York
– – -3,930 Closed
PFA
262
Petra Financial Advisors
Colorado
– – -3,874 Closed
SG Americas Securities
263
SG Americas Securities
New York
– – -3,668 Closed
EGM
264
Engineers Gate Manager
New York
– – -3,641 Closed
OQS
265
Occudo Quantitative Strategies
Florida
– – -3,216 Closed
OAC
266
OMERS Administration Corp
Ontario, Canada
– – -3,100 Closed
GCP
267
GSA Capital Partners
United Kingdom
– – -2,532 Closed
FFAM
268
Forge First Asset Management
Canada
– – -2,253 Closed
PCM
269
Portolan Capital Management
Massachusetts
– – -2,186 Closed
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
– – -2,100 Closed
VF
271
Virtu Financial
New York
– – -2,079 Closed
VI
272
Vestcor Inc
New Brunswick, Canada
– – -2,047 Closed
PWS
273
Precision Wealth Strategies
Missouri
– – -1,955 Closed
PD
274
Point72 (DIFC)
United Arab Emirates
– – -1,842 Closed
N
275
Natixis
France
– – -1,779 Closed
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