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IES Holdings

343 hedge funds and large institutions have $7.38B 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 → $7.38B (-$252M)

1.13% less ownership

Funds ownership: 96.61%95.48% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
343
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
HCA
301
Harbor Capital Advisors
Illinois
$14K
Optiver Holding
302
Optiver Holding
Netherlands
$12.4K
RIL
303
Rothschild Investment LLC
Illinois
$12.4K
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$12.4K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$12.1K
S
306
SignatureFD
Georgia
$11.7K
PA
307
Parallel Advisors
California
$10.9K
BCV
308
Banque Cantonale Vaudoise
Switzerland
$10K
EP
309
Essential Partners
California
$8.17K
LI
310
LRI Investments
Florida
$7.7K
PTC
311
Private Trust Company
Ohio
$7.39K
JSAM
312
J. Safra Asset Management
New York
$7K
AAP
313
Arax Advisory Partners
Colorado
$6.22K
JWA
314
JFS Wealth Advisors
Pennsylvania
$6.22K
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$6.22K
BBHC
316
Brown Brothers Harriman & Co
New York
$5.06K
KFAS
317
Keating Financial Advisory Services
Kansas
$4.67K
AF
318
Allworth Financial
California
$4.28K
PFBT
319
Parkside Financial Bank & Trust
Missouri
$3.89K
AS
320
Altshuler Shaham
Israel
$3.89K
AssetMark Inc
321
AssetMark Inc
California
$3.89K
RS
322
Rakuten Securities
Japan
$3.11K
Bessemer Group
323
Bessemer Group
New Jersey
$3K
SAG
324
SageView Advisory Group
California
$2.72K
FFO
325
Fortitude Family Office
Arizona
$2.72K