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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
BPIM
351
Brant Point Investment Management
New York
CGIM
352
Cannon Global Investment Management
Florida
TC
353
TradeLink Capital
Illinois
Teacher Retirement System of Texas
354
Teacher Retirement System of Texas
Texas
LIP
355
Lighthouse Investment Partners
Florida
CW
356
CreativeOne Wealth
Kansas
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
DJYG
358
David J. Yvars Group
Florida
SRL
359
Scientech Research LLC
New Jersey
JSL
360
JT Stratford LLC
Georgia
JAM
361
Jupiter Asset Management
United Kingdom
William Blair & Company
362
William Blair & Company
Illinois
EWA
363
Exencial Wealth Advisors
Oklahoma
PAM
364
PVG Asset Management
Colorado
CPC
365
Consolidated Planning Corp
Georgia
Walleye Capital
366
Walleye Capital
New York
ASN
367
Advisory Services Network
Georgia
SWM
368
Spire Wealth Management
Virginia
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
CA
370
Clearstead Advisors
Ohio
HCM
371
Hollencrest Capital Management
California
ACM
372
Aster Capital Management
United Arab Emirates
JGIA
373
Jackson Grant Investment Advisers
Connecticut
CFG
374
Clayton Financial Group
Missouri
TIM
375
Tortoise Investment Management
New York