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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
HWM
276
Hemington Wealth Management
Virginia
$12K
FHC
277
First Horizon Corporation
Tennessee
$11.5K
PA
278
Parallel Advisors
California
$10.3K
BCV
279
Banque Cantonale Vaudoise
Switzerland
$10K
CA
280
Clearstead Advisors
Ohio
$9.15K
SCM
281
Sterling Capital Management
North Carolina
$8.75K
JSAM
282
J. Safra Asset Management
New York
$8.35K
SPIA
283
Steward Partners Investment Advisory
New York
$8.35K
HCM
284
Hollencrest Capital Management
California
$7.95K
LI
285
LRI Investments
Florida
$7.87K
ACM
286
Aster Capital Management
United Arab Emirates
$7.55K
AF
287
Allworth Financial
California
$5.17K
BBHC
288
Brown Brothers Harriman & Co
New York
$5.17K
AS
289
Altshuler Shaham
Israel
$4.77K
JWA
290
JFS Wealth Advisors
Pennsylvania
$4.38K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$4.37K
Bessemer Group
292
Bessemer Group
New Jersey
$4K
JGIA
293
Jackson Grant Investment Advisers
Connecticut
$3.98K
AssetMark Inc
294
AssetMark Inc
California
$3.98K
PFBT
295
Parkside Financial Bank & Trust
Missouri
$3.98K
CFG
296
Clayton Financial Group
Missouri
$2.78K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$2.78K
LFG
298
Larson Financial Group
Missouri
$2.39K
SAM
299
Smartleaf Asset Management
Massachusetts
$2.35K
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$2.1K