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IES Holdings

273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% more ownership

Funds ownership: 94.56%96.3% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 86

20% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $29.9M

Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.9M
Puts
$29.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$2.07K
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$2.07K
DPW
253
DiNuzzo Private Wealth
Pennsylvania
$1.78K
QL
254
Quarry LP
New York
$1.48K
FFO
255
Fortitude Family Office
Arizona
$1.48K
CAWM
256
Capital A Wealth Management
Pennsylvania
$1.35K
SC
257
Stephens Consulting
Michigan
$1.19K
BWL
258
Bogart Wealth LLC
Virginia
$1.19K
RWM
259
Rialto Wealth Management
New York
$1.19K
PTC
260
Private Trust Company
Ohio
$1.19K
TPWA
261
Twin Peaks Wealth Advisors
California
$707
WCM
262
WealthTrak Capital Management
Virginia
$593
SIC
263
SJS Investment Consulting
Ohio
$593
RA
264
Rise Advisors
New York
$592
LFG
265
Larson Financial Group
Missouri
$592
TIM
266
Tortoise Investment Management
New York
$592
HIA
267
HFM Investment Advisors
New Jersey
$592
BFS
268
Bare Financial Services
Pennsylvania
$592
TFM
269
TFC Financial Management
Massachusetts
$297
CIAM
270
Caitong International Asset Management
Hong Kong
$296
PWM
271
Parkworth Wealth Management
California
$296
BHWM
272
Bay Harbor Wealth Management
Maryland
$296
HAI
273
Hennessy Advisors Inc
California
SPPAM
274
Summit Partners Public Asset Management
Massachusetts
Wolverine Trading
275
Wolverine Trading
Illinois