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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
BAM
326
Bosun Asset Management
Illinois
-$3.17M -10,697 Closed
Axa
327
Axa
France
-$2.96M -9,999 Closed
Assenagon Asset Management
328
Assenagon Asset Management
Luxembourg
-$2.4M -8,101 Closed
AIM
329
Ausbil Investment Management
Australia
-$707K -2,386 Closed
VI
330
Versor Investments
New York
-$681K -2,300 Closed
TSS
331
Two Sigma Securities
New York
-$580K -1,959 Closed
WG
332
Winton Group
United Kingdom
-$545K -1,840 Closed
NA
333
NewEdge Advisors
Louisiana
-$515K -1,739 Closed
FC
334
FORA Capital
Florida
-$446K -1,507 Closed
QCM
335
QRG Capital Management
Illinois
-$331K -1,117 Closed
KFGK
336
Keystone Financial Group (Kentucky)
Kentucky
-$311K -1,050 Closed
HSBC Holdings
337
HSBC Holdings
United Kingdom
-$275K -929 Closed
Los Angeles Capital Management
338
Los Angeles Capital Management
California
-$258K -872 Closed
DS
339
DRW Securities
Illinois
-$251K -849 Closed
CAM
340
Chesapeake Asset Management
New York
-$134K -451 Closed
QT
341
Quantbot Technologies
New York
-$89.2K -301 Closed
MYIA
342
Mount Yale Investment Advisors
Colorado
-$46.5K -157 Closed
BIG
343
Brooklyn Investment Group
New York
-$27K -91 Closed
OWA
344
Opal Wealth Advisors
New York
-$24.9K -84 Closed
KIM
345
Kestra Investment Management
Texas
-$2.83K -10 Closed
QL
346
Quarry LP
New York
-$1.48K -5 Closed
SC
347
Stephens Consulting
Michigan
-$1.19K -4 Closed
TPWA
348
Twin Peaks Wealth Advisors
California
-$707 -2 Closed
WCM
349
WealthTrak Capital Management
Virginia
-$593 -2 Closed
CIAM
350
Caitong International Asset Management
Hong Kong
-$296 -1 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.