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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
HWM
276
Hemington Wealth Management
Virginia
$12K +$1.38K +4 +14%
FHC
277
First Horizon Corporation
Tennessee
$11.5K +$9.98K +29 New
PA
278
Parallel Advisors
California
$10.3K +$344 +1 +4%
BCV
279
Banque Cantonale Vaudoise
Switzerland
$10K
CA
280
Clearstead Advisors
Ohio
$9.15K +$344 +1 +5%
SCM
281
Sterling Capital Management
North Carolina
$8.75K
JSAM
282
J. Safra Asset Management
New York
$8.35K -$32K -93 -82%
EP
283
Essential Partners
California
$8.35K +$344 +1 +5%
SPIA
284
Steward Partners Investment Advisory
New York
$8.35K +$7.23K +21 New
HCM
285
Hollencrest Capital Management
California
$7.95K
LI
286
LRI Investments
Florida
$7.87K
ACM
287
Aster Capital Management
United Arab Emirates
$7.55K +$6.54K +19 New
AF
288
Allworth Financial
California
$5.17K +$688 +2 +18%
BBHC
289
Brown Brothers Harriman & Co
New York
$5.17K
AS
290
Altshuler Shaham
Israel
$4.77K +$4.13K +12 New
JWA
291
JFS Wealth Advisors
Pennsylvania
$4.38K
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$4.37K +$3.79K +11 New
Bessemer Group
293
Bessemer Group
New Jersey
$4K +$3.44K +10 New
AssetMark Inc
294
AssetMark Inc
California
$3.98K
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$3.98K
PFBT
296
Parkside Financial Bank & Trust
Missouri
$3.98K
CFG
297
Clayton Financial Group
Missouri
$2.78K +$2.41K +7 New
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$2.78K
LFG
299
Larson Financial Group
Missouri
$2.39K +$1.38K +4 +200%
SAM
300
Smartleaf Asset Management
Massachusetts
$2.35K +$2.06K +6 New

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.