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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.23M +$1.12M +3,254 +44%
Legal & General Group
77
Legal & General Group
United Kingdom
$4.05M -$147K -428 -4%
TAM
78
Timucuan Asset Management
Florida
$3.98M
Universal-Beteiligungs- und Servicegesellschaft
79
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.88M +$3.12M +9,061 +1,309%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.69M -$3.08M -8,960 -49%
GLA
81
Great Lakes Advisors
Illinois
$3.45M -$2.85M -8,285 -49%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$3.35M -$87.8K -255 -3%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.31M +$344 +1 +0%
Asset Management One
84
Asset Management One
Japan
$3.27M -$468K -1,361 -14%
KOCAA
85
Knights of Columbus Asset Advisors
Connecticut
$3.25M +$121K +353 +5%
LCM
86
LRT Capital Management
Texas
$3.22M +$153K +444 +6%
BCI
87
Brinker Capital Investments
Pennsylvania
$2.86M +$533K +1,549 +27%
TC
88
Truvestments Capital
Florida
$2.85M -$297K -863 -11%
DLP
89
De Lisle Partners
United Kingdom
$2.79M +$344K +1,000 +17%
Truist Financial
90
Truist Financial
North Carolina
$2.75M -$6.88K -20 -0.3%
Two Sigma Investments
91
Two Sigma Investments
New York
$2.66M -$1.76M -5,113 -43%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$2.58M +$2.23M +6,490 New
YMRC
93
Yorktown Management & Research Company
Virginia
$2.52M
CCS
94
Concentric Capital Strategies
Connecticut
$2.33M +$2.02M +5,866 New
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$2.3M
AA
96
ALPS Advisors
Colorado
$2.28M +$743K +2,159 +61%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$2.18M +$1.88M +5,470 New
AWA
98
Arete Wealth Advisors
Illinois
$2.09M +$1.31M +3,795 +260%
MIM
99
MetLife Investment Management
New Jersey
$2.09M -$46.8K -136 -3%
GAM
100
Gotham Asset Management
New York
$2.02M +$1.03M +3,006 +145%

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.