IES Holdings
IESC
273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 89 increasing their positions, 86 reducing their positions, and 39 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
82% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 39
81% more capital invested
Capital invested by funds: $3.13B → $5.67B (+$2.54B)
12% more funds holding
Funds holding: 244 → 273 (+29)
1.68% more ownership
Funds ownership: 94.59% → 96.27% (+1.7%)
3% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 86
20% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $29.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.6M |
| 2 |
PP
Pertento Partners
London,
United Kingdom
|
+$37.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.7M |
| 4 |
UCMOK
United Capital Management of KS
Salina,
Kansas
|
+$10.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19M |
| 2 |
Morgan Stanley
New York
|
-$16.7M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$12.2M |
| 4 |
BlackRock
New York
|
-$11.3M |
| 5 |
Two Sigma Investments
New York
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
301
Summit Securities Group
New York
| – | -$11.1K | -67 | Closed |
|
|
CCM
302
Coldstream Capital Management
Bellevue,
Washington
| – | -$7.76K | -47 | Closed |
|
|
SAM
303
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$7.67K | -46 | Closed |
|
|
AS
304
Altshuler Shaham
Tel Aviv,
Israel
| – | -$3.63K | -22 | Closed |
|
|
HCP
305
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.49K | -9 | Closed |
|
|
TWC
306
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$841 | -5 | Closed |
|
307
Amundi
Paris,
France
| – | -$485 | -3 | Closed |
|
|
GFPC
308
Global Financial Private Client
Sarasota,
Florida
| – | -$495 | -3 | Closed |
|
|
MPWT
309
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$495 | -3 | Closed |
|
|
SFGP
310
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$165 | -1 | Closed |
|
|
TCM
311
TD Capital Management
Memphis,
Tennessee
| – | -$165 | -1 | Closed |
|
|
AW
312
Avion Wealth
The Woodlands,
Texas
| – | +$707 | +3 | New |
|
IESC Hedge Fund Activity: Q2 2025 in Review
273 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2025, worth a combined $5.67B — up 81% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new IESC positions and 39 closed out — a net gain of 32 holders — while 89 added to existing stakes and 86 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $62.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $19M.
- 273 institutional investors held IES Holdings (IESC) as of Q2 2025, up from 244 in Q1 2025.
- Funds reported $5.67B of IES Holdings stock for Q2 2025, up 81% quarter-over-quarter.
- 71 funds opened new IES Holdings positions in Q2 2025 and 39 closed out, a net change of +32 holders.
- The largest IES Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $62.6M added.
- The largest IES Holdings seller in Q2 2025 was Dimensional Fund Advisors, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2025.