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IES Holdings

320 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 96 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:

3% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.29%96.62% (+0.33%)

10% less call options, than puts

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

Holders
320
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
GI
251
GAMMA Investing
California
$84.7K
IA
252
IFP Advisors
Florida
$84.3K
Group One Trading
253
Group One Trading
Illinois
$84.3K
ST
254
Smithfield Trust
Pennsylvania
$68K
AAP
255
Arax Advisory Partners
Colorado
$58.9K
Federated Hermes
256
Federated Hermes
Pennsylvania
$52.5K
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$44.9K
C
258
Covestor
United Kingdom
$43K
VCM
259
Versant Capital Management
Arizona
$41K
SWM
260
Spire Wealth Management
Virginia
$39.8K
SS
261
SBI Securities
Japan
$39K
BNP Paribas Asset Management
262
BNP Paribas Asset Management
France
$35K
GRP
263
Global Retirement Partners
California
$31K
MTC
264
Matrix Trust Company
Colorado
$27K
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$27K
TWD
266
True Wealth Design
Ohio
$24.3K
EWA
267
EverSource Wealth Advisors
Alabama
$23.9K
RFP
268
Root Financial Partners
California
$21.9K
Optiver Holding
269
Optiver Holding
Netherlands
$20.3K
FMTCOCP
270
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
QCG
271
Quadrant Capital Group
Ohio
$16.3K
HCA
272
Harbor Capital Advisors
Illinois
$15K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$14.7K
S
274
SignatureFD
Georgia
$13.1K
RIL
275
Rothschild Investment LLC
Illinois
$12.3K