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IES Holdings

348 hedge funds and large institutions have $9.13B invested in IES Holdings in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70.2M
Puts
$37.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Rialto Wealth Management
New York
$2.38K
BFS
327
Bare Financial Services
Pennsylvania
$2.38K
Bessemer Group
328
Bessemer Group
New Jersey
$2K
BWL
329
Bogart Wealth LLC
Virginia
$1.91K
SWM
330
SHP Wealth Management
Massachusetts
$1.91K
WOSD
331
WFA of San Diego
California
$1.91K
WA
332
Westfuller Advisors
New York
$1.64K
SIC
333
SJS Investment Consulting
Ohio
$1.43K
WA
334
WPG Advisers
Maryland
$1.43K
TPWA
335
Twin Peaks Wealth Advisors
California
$1.43K
AW
336
Avion Wealth
Texas
$1K
HIA
337
HFM Investment Advisors
New Jersey
$953
SS
338
Sunbelt Securities
Texas
$953
PWA
339
Portus Wealth Advisors
North Carolina
$953
VWM
340
Vermillion Wealth Management
Minnesota
$953
BHWM
341
Bay Harbor Wealth Management
Maryland
$952
ACM
342
Aster Capital Management
United Arab Emirates
$495
TFM
343
TFC Financial Management
Massachusetts
$477
MAM
344
Marquette Asset Management
Minnesota
$477
RS
345
Rakuten Securities
Japan
$476
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$476
CW
347
Curio Wealth
Maryland
$476
HFS
348
Hughes Financial Services
Virginia
$476
Norges Bank
349
Norges Bank
Norway
DCM
350
Driehaus Capital Management
Illinois