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IES Holdings

341 hedge funds and large institutions have $7.37B 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 → $7.37B (-$253M)

1.14% less ownership

Funds ownership: 96.61%95.46% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

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