IES Holdings
IESC
244 hedge funds and large institutions have $3.13B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 49 closing their positions.
48% more call options, than puts
Call options by funds: $39.3M | Put options by funds: $26.6M
2.26% more ownership
Funds ownership: 92.33% → 94.59% (+2.3%)
5% less funds holding
Funds holding: 256 → 244 (-12)
11% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 93
16% less capital invested
Capital invested by funds: $3.71B → $3.13B (-$580M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 49
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$24.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$21.3M |
| 4 |
Morgan Stanley
New York
|
+$15.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.3M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$28.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.2M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$8.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.5M |
| 5 |
Man Group
London,
United Kingdom
|
-$7.39M |
IESC Hedge Fund Activity: Q1 2025 in Review
244 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2025, worth a combined $3.13B — down 16% from $3.71B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of IESC and 39 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 83 added.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Invesco, cutting an estimated $28.6M.
- 244 institutional investors held IES Holdings (IESC) as of Q1 2025, down from 256 in Q4 2024.
- Funds reported $3.13B of IES Holdings stock for Q1 2025, down 16% quarter-over-quarter.
- 39 funds opened new IES Holdings positions in Q1 2025 and 49 closed out, a net change of -10 holders.
- The largest IES Holdings buyer in Q1 2025 was Fidelity Investments, an estimated $142M added.
- The largest IES Holdings seller in Q1 2025 was Invesco, an estimated $28.6M sold.
Based on aggregated 13F filings for Q1 2025.