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IES Holdings

321 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 96 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $5.67B → $7.63B (+$1.96B)

18% more funds holding

Funds holding: 273321 (+48)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $48.1M

Holders
321
Holders Change
+48
Holders Change %
+17.58%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
82
Increased
96
Reduced
93
Closed
29
Calls
$43.3M
Puts
$48.1M
Net Calls
-$4.81M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Driehaus Capital Management
Illinois
$31.8M +$27.6M +80,072 New
PCM
27
Parsifal Capital Management
Connecticut
$25.8M +$22.3M +64,800 New
OAM
28
Ophir Asset Management
Australia
$25.7M -$5.95M -17,275 -21%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$23.7M +$362K +1,053 +2%
LPL Financial
30
LPL Financial
California
$19.6M -$1.81M -5,267 -10%
UCMOK
31
United Capital Management of KS
Kansas
$18.5M +$217K +630 +1%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$16M +$1.85M +5,369 +15%
Deutsche Bank
33
Deutsche Bank
Germany
$15.1M +$2.96M +8,613 +29%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$14.6M -$584K -1,697 -4%
LCM
35
Legato Capital Management
California
$14M
KCM
36
Kennedy Capital Management
Missouri
$13.6M -$9.35M -27,180 -44%
AI
37
AdvisorShares Investments
Maryland
$13.3M -$149K -434 -1%
CAM
38
Congress Asset Management
Massachusetts
$13.3M -$421K -1,224 -4%
FIS
39
Fundsmith Investment Services
Mauritius
$13.3M
Raymond James Financial
40
Raymond James Financial
Florida
$12.7M +$10.7M +31,047 +3,965%
Bank of America
41
Bank of America
North Carolina
$12.1M +$7.17M +20,837 +220%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$10.9M -$250K -726 -3%
N
43
Nuveen
North Carolina
$10.6M +$1.32M +3,845 +17%
JP Morgan Chase
44
JP Morgan Chase
New York
$10.1M -$1M -2,917 -10%
SOW
45
State of Wyoming
Wyoming
$9.17M -$1.28M -3,732 -14%
AQR Capital Management
46
AQR Capital Management
Connecticut
$8.49M -$1.76M -5,123 -19%
Victory Capital Management
47
Victory Capital Management
Texas
$8.44M +$5.8M +16,852 +386%
Ameriprise
48
Ameriprise
Minnesota
$8.36M +$1.54M +4,467 +27%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$8.23M +$1.1M +3,205 +18%
SCP
50
Steamboat Capital Partners
New York
$7.2M -$394K -1,146 -6%

IESC Hedge Fund Activity: Q3 2025 in Review

321 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2025, worth a combined $7.63B — up 35% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IESC positions and 29 closed out — a net gain of 53 holders — while 96 added to existing stakes and 93 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 321 institutional investors held IES Holdings (IESC) as of Q3 2025, up from 273 in Q2 2025.
  • Funds reported $7.63B of IES Holdings stock for Q3 2025, up 35% quarter-over-quarter.
  • 82 funds opened new IES Holdings positions in Q3 2025 and 29 closed out, a net change of +53 holders.
  • The largest IES Holdings buyer in Q3 2025 was First Trust Advisors, an estimated $101M added.
  • The largest IES Holdings seller in Q3 2025 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2025.