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IES Holdings

321 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 96 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $5.67B → $7.63B (+$1.96B)

18% more funds holding

Funds holding: 273321 (+48)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

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

Holders
321
Holders Change
+48
Holders Change %
+17.58%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
82
Increased
96
Reduced
93
Closed
29
Calls
$43.3M
Puts
$48.1M
Net Calls
-$4.81M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$84.7K -$24.8K -72 -25%
IA
252
IFP Advisors
Florida
$84.3K +$44.4K +129 +155%
Group One Trading
253
Group One Trading
Illinois
$84.3K +$73K +212 New
ST
254
Smithfield Trust
Pennsylvania
$68K
AAP
255
Arax Advisory Partners
Colorado
$58.9K +$50.9K +148 New
Federated Hermes
256
Federated Hermes
Pennsylvania
$52.5K +$21.7K +63 +91%
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$44.9K
C
258
Covestor
United Kingdom
$43K +$8.6K +25 +30%
VCM
259
Versant Capital Management
Arizona
$41K
SWM
260
Spire Wealth Management
Virginia
$39.8K +$34.4K +100 New
SS
261
SBI Securities
Japan
$39K +$20.6K +60 +158%
BNP Paribas Asset Management
262
BNP Paribas Asset Management
France
$35K
GRP
263
Global Retirement Partners
California
$31K +$24.4K +71 +1,014%
MTC
264
Matrix Trust Company
Colorado
$27K -$5.85K -17 -20%
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$27K +$2.06K +6 +10%
TWD
266
True Wealth Design
Ohio
$24.3K
EWA
267
EverSource Wealth Advisors
Alabama
$23.9K -$688 -2 -3%
RFP
268
Root Financial Partners
California
$21.9K +$18.9K +55 New
Optiver Holding
269
Optiver Holding
Netherlands
$20.3K -$344 -1 -2%
FMTCOCP
270
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
QCG
271
Quadrant Capital Group
Ohio
$16.3K +$14.1K +41 New
HCA
272
Harbor Capital Advisors
Illinois
$15K -$1.38K -4 -10%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$14.7K +$12.7K +37 New
S
274
SignatureFD
Georgia
$13.1K +$3.79K +11 +50%
RIL
275
Rothschild Investment LLC
Illinois
$12.3K -$1.72K -5 -14%

IESC Hedge Fund Activity: Q3 2025 in Review

321 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2025, worth a combined $7.63B — up 35% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IESC positions and 29 closed out — a net gain of 53 holders — while 96 added to existing stakes and 93 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 321 institutional investors held IES Holdings (IESC) as of Q3 2025, up from 273 in Q2 2025.
  • Funds reported $7.63B of IES Holdings stock for Q3 2025, up 35% quarter-over-quarter.
  • 82 funds opened new IES Holdings positions in Q3 2025 and 29 closed out, a net change of +53 holders.
  • The largest IES Holdings buyer in Q3 2025 was First Trust Advisors, an estimated $101M added.
  • The largest IES Holdings seller in Q3 2025 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2025.