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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
WA
326
Westfuller Advisors
New York
$1.83K
BWL
327
Bogart Wealth LLC
Virginia
$1.56K
WA
328
WPG Advisers
Maryland
$1.17K
HFM
329
Harvest Fund Management
China
$1K
AW
330
Avion Wealth
Texas
$1K
HIA
331
HFM Investment Advisors
New Jersey
$779
SIC
332
SJS Investment Consulting
Ohio
$779
SS
333
Sunbelt Securities
Texas
$778
TFM
334
TFC Financial Management
Massachusetts
$390
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$389
BHWM
336
Bay Harbor Wealth Management
Maryland
$389
APW
337
Atlantic Private Wealth
North Carolina
$389
FIS
338
Fundsmith Investment Services
Mauritius
Capital Fund Management (CFM)
339
Capital Fund Management (CFM)
France
Balyasny Asset Management
340
Balyasny Asset Management
Illinois
CCS
341
Concentric Capital Strategies
Connecticut
HighTower Advisors
342
HighTower Advisors
Illinois
Twin Tree Management
343
Twin Tree Management
Texas
BBA
344
Baader Bank Aktiengesellschaft
Germany
BPIM
345
Brant Point Investment Management
New York
CGIM
346
Cannon Global Investment Management
Florida
TC
347
TradeLink Capital
Illinois
Teacher Retirement System of Texas
348
Teacher Retirement System of Texas
Texas
LIP
349
Lighthouse Investment Partners
Florida
CW
350
CreativeOne Wealth
Kansas