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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$2.54M -$26.2K -111 -1%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$2.46M -$9.19K -39 -0.5%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$2.4M -$170K -720 -8%
TC
79
Truvestments Capital
Florida
$2.38M +$107K +452 +6%
KOCAA
80
Knights of Columbus Asset Advisors
Connecticut
$2.32M -$819K -3,476 -31%
LCM
81
LRT Capital Management
Texas
$2.27M -$94.3K -400 -5%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.2M +$1.33M +5,660 +323%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.19M -$179K -760 -9%
Truist Financial
84
Truist Financial
North Carolina
$2.05M -$8.01K -34 -0.5%
GF
85
Gabelli Funds
New York
$1.93M -$990K -4,200 -39%
YMRC
86
Yorktown Management & Research Company
Virginia
$1.88M
DLP
87
De Lisle Partners
United Kingdom
$1.78M +$1.41M +6,000 New
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$1.71M -$722K -3,064 -35%
BCI
89
Brinker Capital Investments
Pennsylvania
$1.67M +$612K +2,596 +85%
CI
90
Cavalier Investments
Georgia
$1.65M -$21.7K -92 -2%
Verition Fund Management
91
Verition Fund Management
Connecticut
$1.65M +$1.31M +5,559 New
SEI Investments
92
SEI Investments
Pennsylvania
$1.63M +$597K +2,532 +85%
MIM
93
MetLife Investment Management
New Jersey
$1.6M +$128K +542 +11%
Citigroup
94
Citigroup
New York
$1.5M -$646K -2,743 -35%
Handelsbanken Fonder
95
Handelsbanken Fonder
Sweden
$1.48M +$259K +1,100 +28%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$1.47M +$12K +51 +1%
VRS
97
Virginia Retirement Systems
Virginia
$1.45M -$94.3K -400 -8%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$1.37M +$837K +3,552 +335%
Victory Capital Management
99
Victory Capital Management
Texas
$1.29M -$1.93M -8,195 -65%
HW
100
Hedeker Wealth
Illinois
$1.29M -$8.96K -38 -0.9%

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.