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IES Holdings

337 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $7.63B → $7.37B (-$258M)

1.21% less ownership

Funds ownership: 96.62%95.41% (-1.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.9M
Puts
$37.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
276
SBI Securities
Japan
$43.2K
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
$40.5K
VCM
278
Versant Capital Management
Arizona
$40.1K
SPIA
279
Steward Partners Investment Advisory
New York
$38.1K
IAIM
280
International Assets Investment Management
Florida
$38.1K
Federated Hermes
281
Federated Hermes
Pennsylvania
$29.2K
EWA
282
EverSource Wealth Advisors
Alabama
$27.2K
MTC
283
Matrix Trust Company
Colorado
$27K
TWD
284
True Wealth Design
Ohio
$23.7K
C
285
Covestor
United Kingdom
$23K
SCM
286
Sterling Capital Management
North Carolina
$23K
RFP
287
Root Financial Partners
California
$22.2K
KAS
288
Kemnay Advisory Services
New York
$21.8K
FMTCOCP
289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
WTC
290
WhitTier Trust Company
Nevada
$19.4K
FHC
291
First Horizon Corporation
Tennessee
$17.9K
EB
292
Eastern Bank
Massachusetts
$17.9K
SEP
293
Signature Equity Partners
Ohio
$17.9K
QCG
294
Quadrant Capital Group
Ohio
$15.9K
Simplex Trading
295
Simplex Trading
Illinois
$15.9K
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
HCA
297
Harbor Capital Advisors
Illinois
$14K
Optiver Holding
298
Optiver Holding
Netherlands
$12.4K
RIL
299
Rothschild Investment LLC
Illinois
$12.4K
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$12.4K