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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
Credit Agricole
51
Credit Agricole
France
$7.14M +$6.18M +17,954 New
BA
52
Bridgewater Associates
Connecticut
$6.9M +$5.97M +17,354 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$6.88M +$34.4K +100 +0.6%
EI
54
EAM Investors
California
$6.73M +$605K +1,759 +11%
FMI
55
F/M Investments
District of Columbia
$6.36M -$78.8K -229 -1%
RC
56
RBF Capital
California
$5.96M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.87M +$2.53M +7,353 +99%
AG
58
Algert Global
California
$5.85M +$697K +2,026 +16%
UBS AM
59
UBS AM
Illinois
$5.81M -$5.13M -14,918 -51%
Man Group
60
Man Group
United Kingdom
$5.78M +$720K +2,093 +17%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$5.66M -$146K -424 -3%
PIP
62
Palisades Investment Partners
California
$5.29M +$4.58M +13,314 New
Barclays
63
Barclays
United Kingdom
$5.24M -$2.05M -5,958 -31%
Wells Fargo
64
Wells Fargo
California
$5.05M +$422K +1,225 +11%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$5.04M -$1.16M -3,383 -21%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$4.97M -$3.2M -9,299 -43%
Polen Capital Management
67
Polen Capital Management
Florida
$4.83M -$577K -1,677 -12%
Jane Street
68
Jane Street
New York
$4.65M +$3.4M +9,877 +547%
VA
69
Vident Advisory
Georgia
$4.64M -$2.38M -6,903 -37%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$4.6M +$1.02M +2,977 +35%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$4.56M +$3.24M +9,416 +458%
AAS
72
Annex Advisory Services
Wisconsin
$4.54M -$881K -2,559 -18%
Principal Financial Group
73
Principal Financial Group
Iowa
$4.5M -$137K -398 -3%
Verition Fund Management
74
Verition Fund Management
Connecticut
$4.37M +$1.87M +5,422 +98%
Lazard Asset Management
75
Lazard Asset Management
New York
$4.26M +$3.68M +10,706 New

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.