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IES Holdings

337 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 106 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 (-$258M)

1.21% less ownership

Funds ownership: 96.62%95.41% (-1.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
337
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
TWC
301
TD Waterhouse Canada
Ontario, Canada
$12.1K
S
302
SignatureFD
Georgia
$11.7K
PA
303
Parallel Advisors
California
$10.9K
BCV
304
Banque Cantonale Vaudoise
Switzerland
$10K
LI
305
LRI Investments
Florida
$7.7K
PTC
306
Private Trust Company
Ohio
$7.39K
JSAM
307
J. Safra Asset Management
New York
$7K
AAP
308
Arax Advisory Partners
Colorado
$6.22K
JWA
309
JFS Wealth Advisors
Pennsylvania
$6.22K
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$6.22K
BBHC
311
Brown Brothers Harriman & Co
New York
$5.06K
KFAS
312
Keating Financial Advisory Services
Kansas
$4.67K
AF
313
Allworth Financial
California
$4.28K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$3.89K
AS
315
Altshuler Shaham
Israel
$3.89K
AssetMark Inc
316
AssetMark Inc
California
$3.89K
RS
317
Rakuten Securities
Japan
$3.11K
Bessemer Group
318
Bessemer Group
New Jersey
$3K
SAG
319
SageView Advisory Group
California
$2.72K
FFO
320
Fortitude Family Office
Arizona
$2.72K
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$2.33K
BIA
322
Bell Investment Advisors
California
$2.33K
RF
323
Rossby Financial
Florida
$2.33K
RWM
324
Rialto Wealth Management
New York
$1.95K
BFS
325
Bare Financial Services
Pennsylvania
$1.95K