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IES Holdings

347 hedge funds and large institutions have $9.13B invested in IES Holdings in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70.2M
Puts
$37.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$70K
HFM
277
Harvest Fund Management
China
$55K
VCM
278
Versant Capital Management
Arizona
$50K
EWA
279
EverSource Wealth Advisors
Alabama
$37.2K
MTC
280
Matrix Trust Company
Colorado
$37K
OWA
281
Opal Wealth Advisors
New York
$36.2K
RFP
282
Root Financial Partners
California
$33.8K
PA
283
Parallel Advisors
California
$29.5K
TWD
284
True Wealth Design
Ohio
$29.1K
SCM
285
Sterling Capital Management
North Carolina
$28.1K
FHC
286
First Horizon Corporation
Tennessee
$27.2K
SWM
287
Spire Wealth Management
Virginia
$27.2K
S
288
SignatureFD
Georgia
$26.2K
Optiver Holding
289
Optiver Holding
Netherlands
$24.8K
FMTCOCP
290
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
WTC
291
WhitTier Trust Company
Nevada
$23K
HCA
292
Harbor Capital Advisors
Illinois
$22K
EB
293
Eastern Bank
Massachusetts
$21.9K
KAS
294
Kemnay Advisory Services
New York
$19.1K
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$19.1K
C
296
Covestor
United Kingdom
$19K
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$18.1K
JSAM
298
J. Safra Asset Management
New York
$17.2K
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$17.2K
SIC
300
Salem Investment Counselors
North Carolina
$16.7K