IESC icon

IES Holdings

341 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 104 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 (-$253M)

1.14% less ownership

Funds ownership: 96.61%95.46% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
341
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
LFG
276
Larson Financial Group
Missouri
$51.4K
BNP Paribas Asset Management
277
BNP Paribas Asset Management
France
$49K
GRP
278
Global Retirement Partners
California
$48.2K
SS
279
SBI Securities
Japan
$43.2K
Nisa Investment Advisors
280
Nisa Investment Advisors
Missouri
$40.5K
VCM
281
Versant Capital Management
Arizona
$40.1K
SPIA
282
Steward Partners Investment Advisory
New York
$38.1K
IAIM
283
International Assets Investment Management
Florida
$38.1K
Federated Hermes
284
Federated Hermes
Pennsylvania
$29.2K
EWA
285
EverSource Wealth Advisors
Alabama
$27.2K
MTC
286
Matrix Trust Company
Colorado
$27K
TWD
287
True Wealth Design
Ohio
$23.7K
C
288
Covestor
United Kingdom
$23K
SCM
289
Sterling Capital Management
North Carolina
$23K
RFP
290
Root Financial Partners
California
$22.2K
KAS
291
Kemnay Advisory Services
New York
$21.8K
FMTCOCP
292
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
WTC
293
WhitTier Trust Company
Nevada
$19.4K
FHC
294
First Horizon Corporation
Tennessee
$17.9K
EB
295
Eastern Bank
Massachusetts
$17.9K
SEP
296
Signature Equity Partners
Ohio
$17.9K
QCG
297
Quadrant Capital Group
Ohio
$15.9K
Simplex Trading
298
Simplex Trading
Illinois
$15.9K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
HCA
300
Harbor Capital Advisors
Illinois
$14K