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IES Holdings

315 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 93 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:

0.32% more ownership

Funds ownership: 96.29%96.61% (+0.32%)

0% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 93

10% less call options, than puts

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

Holders
315
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
CA
276
Clearstead Advisors
Ohio
$9.15K
SCM
277
Sterling Capital Management
North Carolina
$8.75K
JSAM
278
J. Safra Asset Management
New York
$8.35K
SPIA
279
Steward Partners Investment Advisory
New York
$8.35K
HCM
280
Hollencrest Capital Management
California
$7.95K
LI
281
LRI Investments
Florida
$7.87K
ACM
282
Aster Capital Management
United Arab Emirates
$7.55K
BBHC
283
Brown Brothers Harriman & Co
New York
$5.17K
AS
284
Altshuler Shaham
Israel
$4.77K
JWA
285
JFS Wealth Advisors
Pennsylvania
$4.38K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$4.37K
Bessemer Group
287
Bessemer Group
New Jersey
$4K
AssetMark Inc
288
AssetMark Inc
California
$3.98K
PFBT
289
Parkside Financial Bank & Trust
Missouri
$3.98K
JGIA
290
Jackson Grant Investment Advisers
Connecticut
$3.98K
CFG
291
Clayton Financial Group
Missouri
$2.78K
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$2.78K
LFG
293
Larson Financial Group
Missouri
$2.39K
SAM
294
Smartleaf Asset Management
Massachusetts
$2.35K
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$2.1K
RWM
296
Rialto Wealth Management
New York
$1.99K
FFO
297
Fortitude Family Office
Arizona
$1.99K
TIM
298
Tortoise Investment Management
New York
$1.99K
BFS
299
Bare Financial Services
Pennsylvania
$1.99K
WA
300
Westfuller Advisors
New York
$1.87K