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IES Holdings

273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 89 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

82% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 39

81% more capital invested

Capital invested by funds: $3.13B → $5.67B (+$2.54B)

12% more funds holding

Funds holding: 244273 (+29)

1.68% more ownership

Funds ownership: 94.59%96.27% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 86

20% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $29.9M

Holders
273
Holders Change
+29
Holders Change %
+11.89%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
71
Increased
89
Reduced
86
Closed
39
Calls
$23.9M
Puts
$29.9M
Net Calls
-$6.01M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$5.18M -$3.65M -15,474 -47%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.1M -$47.1K -200 -1%
GLA
53
Great Lakes Advisors
Illinois
$5.03M +$4M +16,967 New
Citadel Advisors
54
Citadel Advisors
Florida
$4.92M +$1.57M +6,644 +67%
Ameriprise
55
Ameriprise
Minnesota
$4.91M -$1.87M -7,930 -32%
FMI
56
F/M Investments
District of Columbia
$4.81M +$12K +51 +0.3%
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$4.76M +$443K +1,878 +13%
EI
58
EAM Investors
California
$4.57M +$3.64M +15,442 New
RC
59
RBF Capital
California
$4.44M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$4.34M +$470K +1,995 +16%
AAS
61
Annex Advisory Services
Wisconsin
$4.14M +$130K +553 +4%
Polen Capital Management
62
Polen Capital Management
Florida
$4.09M +$3.26M +13,821 New
AG
63
Algert Global
California
$3.76M +$676K +2,870 +29%
Man Group
64
Man Group
United Kingdom
$3.68M +$1.32M +5,612 +82%
MAM
65
Meeder Asset Management
Ohio
$3.66M +$1.36M +5,754 +87%
Two Sigma Investments
66
Two Sigma Investments
New York
$3.5M -$11M -46,468 -80%
Principal Financial Group
67
Principal Financial Group
Iowa
$3.47M +$773K +3,279 +39%
Wells Fargo
68
Wells Fargo
California
$3.4M +$106K +448 +4%
BAM
69
Bosun Asset Management
Illinois
$3.17M +$22.2K +94 +0.9%
Legal & General Group
70
Legal & General Group
United Kingdom
$3.14M +$195K +826 +8%
TAM
71
Timucuan Asset Management
Florida
$2.96M
Axa
72
Axa
France
$2.96M +$149K +632 +7%
Asset Management One
73
Asset Management One
Japan
$2.84M -$601K -2,550 -21%
Bank of America
74
Bank of America
North Carolina
$2.8M -$3.9M -16,569 -64%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$2.57M -$20.7K -88 -1%

IESC Hedge Fund Activity: Q2 2025 in Review

273 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2025, worth a combined $5.67B — up 81% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IESC positions and 39 closed out — a net gain of 32 holders — while 89 added to existing stakes and 86 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $19M.

  • 273 institutional investors held IES Holdings (IESC) as of Q2 2025, up from 244 in Q1 2025.
  • Funds reported $5.67B of IES Holdings stock for Q2 2025, up 81% quarter-over-quarter.
  • 71 funds opened new IES Holdings positions in Q2 2025 and 39 closed out, a net change of +32 holders.
  • The largest IES Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $62.6M added.
  • The largest IES Holdings seller in Q2 2025 was Dimensional Fund Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.