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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
DPW
326
DiNuzzo Private Wealth
Pennsylvania
$2.33K
BIA
327
Bell Investment Advisors
California
$2.33K
RF
328
Rossby Financial
Florida
$2.33K
RWM
329
Rialto Wealth Management
New York
$1.95K
BFS
330
Bare Financial Services
Pennsylvania
$1.95K
WA
331
Westfuller Advisors
New York
$1.83K
BWL
332
Bogart Wealth LLC
Virginia
$1.56K
SWM
333
SHP Wealth Management
Massachusetts
$1.56K
WA
334
WPG Advisers
Maryland
$1.17K
HFM
335
Harvest Fund Management
China
$1K
AW
336
Avion Wealth
Texas
$1K
SIC
337
SJS Investment Consulting
Ohio
$779
HIA
338
HFM Investment Advisors
New Jersey
$779
SS
339
Sunbelt Securities
Texas
$778
TFM
340
TFC Financial Management
Massachusetts
$390
BHWM
341
Bay Harbor Wealth Management
Maryland
$389
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$389
APW
343
Atlantic Private Wealth
North Carolina
$389
FIS
344
Fundsmith Investment Services
Mauritius
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
Balyasny Asset Management
346
Balyasny Asset Management
Illinois
CCS
347
Concentric Capital Strategies
Connecticut
HighTower Advisors
348
HighTower Advisors
Illinois
Twin Tree Management
349
Twin Tree Management
Texas
BBA
350
Baader Bank Aktiengesellschaft
Germany