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IES Holdings

341 hedge funds and large institutions have $7.37B 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 → $7.37B (-$253M)

1.14% less ownership

Funds ownership: 96.61%95.46% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
341
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
Optiver Holding
301
Optiver Holding
Netherlands
$12.4K
RIL
302
Rothschild Investment LLC
Illinois
$12.4K
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$12.4K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$12.1K
S
305
SignatureFD
Georgia
$11.7K
PA
306
Parallel Advisors
California
$10.9K
BCV
307
Banque Cantonale Vaudoise
Switzerland
$10K
LI
308
LRI Investments
Florida
$7.7K
PTC
309
Private Trust Company
Ohio
$7.39K
JSAM
310
J. Safra Asset Management
New York
$7K
AAP
311
Arax Advisory Partners
Colorado
$6.22K
JWA
312
JFS Wealth Advisors
Pennsylvania
$6.22K
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$6.22K
BBHC
314
Brown Brothers Harriman & Co
New York
$5.06K
KFAS
315
Keating Financial Advisory Services
Kansas
$4.67K
AF
316
Allworth Financial
California
$4.28K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$3.89K
AS
318
Altshuler Shaham
Israel
$3.89K
AssetMark Inc
319
AssetMark Inc
California
$3.89K
RS
320
Rakuten Securities
Japan
$3.11K
Bessemer Group
321
Bessemer Group
New Jersey
$3K
SAG
322
SageView Advisory Group
California
$2.72K
FFO
323
Fortitude Family Office
Arizona
$2.72K
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$2.33K
BIA
325
Bell Investment Advisors
California
$2.33K