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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KPWS
276
Kestra Private Wealth Services
Texas
– -$339K -1,688 Closed
IAS
277
Insigneo Advisory Services
Florida
– -$301K -1,500 Closed
MCP
278
Militia Capital Partners
Nevada
– -$241K -1,200 Closed
BEI
279
Benjamin Edwards Inc
Missouri
– -$237K -1,181 Closed
SFA
280
Souders Financial Advisors
Ohio
– -$231K -1,151 Closed
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
– -$225K -1,120 Closed
BWA
282
BlueSky Wealth Advisors
North Carolina
– -$221K -1,100 Closed
AAS
283
Avantax Advisory Services
Texas
– -$208K -1,034 Closed
ACM
284
Andina Capital Management
Utah
– -$204K -1,016 Closed
CA
285
Callahan Advisors
Texas
– -$201K -1,000 Closed
LW
286
Linscomb Wealth
Texas
– -$201K -1,000 Closed
AIM
287
Ausbil Investment Management
Australia
– -$130K -578 Closed
SS
288
Sunbelt Securities
Texas
– -$80.3K -395 Closed
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
– -$54.5K -271 Closed
UOTTAIMCU
290
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$37.2K -185 Closed
LFG
291
Larson Financial Group
Missouri
– -$19.1K -95 Closed
PWMG
292
Prestige Wealth Management Group
New Jersey
– -$10K -50 Closed
QCG
293
Quadrant Capital Group
Ohio
– -$2.81K -14 Closed
CWP
294
Concord Wealth Partners
Virginia
– -$603 -3 Closed
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