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IES Holdings

321 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 96 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $5.67B → $7.63B (+$1.96B)

18% more funds holding

Funds holding: 273321 (+48)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $48.1M

Holders
321
Holders Change
+48
Holders Change %
+17.58%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
82
Increased
96
Reduced
93
Closed
29
Calls
$43.3M
Puts
$48.1M
Net Calls
-$4.81M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$2.1K
RWM
302
Rialto Wealth Management
New York
$1.99K +$344 +1 +25%
FFO
303
Fortitude Family Office
Arizona
$1.99K
BFS
304
Bare Financial Services
Pennsylvania
$1.99K +$1.03K +3 +150%
TIM
305
Tortoise Investment Management
New York
$1.99K +$1.03K +3 +150%
WA
306
Westfuller Advisors
New York
$1.87K +$1.72K +5 New
BIA
307
Bell Investment Advisors
California
$1.59K -$4.13K -12 -75%
BWL
308
Bogart Wealth LLC
Virginia
$1.59K
PTC
309
Private Trust Company
Ohio
$1.59K
RA
310
Rise Advisors
New York
$1.59K +$688 +2 +100%
WANY
311
Wealthspire Advisors (New York)
New York
$1.59K +$1.38K +4 New
PS
312
Principal Securities
Iowa
$1.19K +$1.03K +3 New
AW
313
Avion Wealth
Texas
$1K
CCM
314
Cloud Capital Management
Washington
$1K +$1.03K +3 New
HFM
315
Harvest Fund Management
China
$1K +$1.03K +3 New
SIC
316
SJS Investment Consulting
Ohio
$796
SS
317
Sunbelt Securities
Texas
$795 -$135K -393 -99%
HIA
318
HFM Investment Advisors
New Jersey
$795
TFM
319
TFC Financial Management
Massachusetts
$398
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$398 +$344 +1 New
BHWM
321
Bay Harbor Wealth Management
Maryland
$397
ACA
322
Apis Capital Advisors
New York
-$8.53M -28,800 Closed
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
-$7.41M -25,000 Closed
Citadel Advisors
324
Citadel Advisors
Florida
-$5.72M -16,621 Closed
MAM
325
Meeder Asset Management
Ohio
-$3.66M -12,357 Closed

IESC Hedge Fund Activity: Q3 2025 in Review

321 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2025, worth a combined $7.63B — up 35% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IESC positions and 29 closed out — a net gain of 53 holders — while 96 added to existing stakes and 93 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 321 institutional investors held IES Holdings (IESC) as of Q3 2025, up from 273 in Q2 2025.
  • Funds reported $7.63B of IES Holdings stock for Q3 2025, up 35% quarter-over-quarter.
  • 82 funds opened new IES Holdings positions in Q3 2025 and 29 closed out, a net change of +53 holders.
  • The largest IES Holdings buyer in Q3 2025 was First Trust Advisors, an estimated $101M added.
  • The largest IES Holdings seller in Q3 2025 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2025.