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IES Holdings

347 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
347
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
BFS
326
Bare Financial Services
Pennsylvania
$2.38K
Bessemer Group
327
Bessemer Group
New Jersey
$2K
SWM
328
SHP Wealth Management
Massachusetts
$1.91K
BWL
329
Bogart Wealth LLC
Virginia
$1.91K
WOSD
330
WFA of San Diego
California
$1.91K
WA
331
Westfuller Advisors
New York
$1.64K
SIC
332
SJS Investment Consulting
Ohio
$1.43K
WA
333
WPG Advisers
Maryland
$1.43K
TPWA
334
Twin Peaks Wealth Advisors
California
$1.43K
AW
335
Avion Wealth
Texas
$1K
SS
336
Sunbelt Securities
Texas
$953
HIA
337
HFM Investment Advisors
New Jersey
$953
VWM
338
Vermillion Wealth Management
Minnesota
$953
PWA
339
Portus Wealth Advisors
North Carolina
$953
BHWM
340
Bay Harbor Wealth Management
Maryland
$952
ACM
341
Aster Capital Management
United Arab Emirates
$495
TFM
342
TFC Financial Management
Massachusetts
$477
MAM
343
Marquette Asset Management
Minnesota
$477
RS
344
Rakuten Securities
Japan
$476
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$476
CW
346
Curio Wealth
Maryland
$476
HFS
347
Hughes Financial Services
Virginia
$476
Norges Bank
348
Norges Bank
Norway
DCM
349
Driehaus Capital Management
Illinois
FMI
350
F/M Investments
District of Columbia