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