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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
RWM
301
Rialto Wealth Management
New York
$1.99K
FFO
302
Fortitude Family Office
Arizona
$1.99K
TIM
303
Tortoise Investment Management
New York
$1.99K
BFS
304
Bare Financial Services
Pennsylvania
$1.99K
WA
305
Westfuller Advisors
New York
$1.87K
BIA
306
Bell Investment Advisors
California
$1.59K
PTC
307
Private Trust Company
Ohio
$1.59K
BWL
308
Bogart Wealth LLC
Virginia
$1.59K
RA
309
Rise Advisors
New York
$1.59K
WANY
310
Wealthspire Advisors (New York)
New York
$1.59K
PS
311
Principal Securities
Iowa
$1.19K
AW
312
Avion Wealth
Texas
$1K
HFM
313
Harvest Fund Management
China
$1K
CCM
314
Cloud Capital Management
Washington
$1K
SIC
315
SJS Investment Consulting
Ohio
$796
SS
316
Sunbelt Securities
Texas
$795
HIA
317
HFM Investment Advisors
New Jersey
$795
TFM
318
TFC Financial Management
Massachusetts
$398
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$398
BHWM
320
Bay Harbor Wealth Management
Maryland
$397
ACA
321
Apis Capital Advisors
New York
Tudor Investment Corp
322
Tudor Investment Corp
Connecticut
Citadel Advisors
323
Citadel Advisors
Florida
MAM
324
Meeder Asset Management
Ohio
BAM
325
Bosun Asset Management
Illinois