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IES Holdings
IESC

Overview Fund Activity

244 hedge funds and large institutions have $3.12B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 50 closing their positions.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
83
Reduced
92
Closed
50
Calls
$39.3M
Puts
$26.6M
Net Calls
+$12.7M
Net Calls Change
+$27.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$40.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.49M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
AC
4
AltraVue Capital
Washington
$26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
DZ Bank
101
DZ Bank
Germany
$731K 4,428 +2,029 +85%
HW
102
Hedeker Wealth
Illinois
$727K 4,404 +4,404 New
Squarepoint
103
Squarepoint
New York
$725K 4,391 -6,231 -59%
NA
104
Navellier & Associates
Nevada
$695K 2,886 -2,304 -44%
GAM
105
Gotham Asset Management
New York
$694K 4,204 +985 +31%
SO
106
STRS Ohio
Ohio
$677K 4,100 +100 +3%
CF
107
Corebridge Financial
Texas
$665K 4,030 -61 -1%
BA
108
Bridgewater Advisors
New York
$665K 3,343 +3,343 New
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$644K 3,900 – –
BCM
110
Bourgeon Capital Management
Connecticut
$589K 3,568 – –
PWS
111
Peterson Wealth Services
Utah
$587K 3,555 -4,555 -56%
Aviva
112
Aviva
United Kingdom
$576K 3,488 +1,124 +48%
PCM
113
Prelude Capital Management
New York
$568K 3,438 +3,438 New
MWM
114
Moran Wealth Management
Florida
$557K 3,372 -29 -0.9%
PA
115
PFG Advisors
Arizona
$548K 3,320 -490 -13%
AC
116
Aldebaran Capital
Indiana
$544K 3,294 -825 -20%
BCI
117
Brinker Capital Investments
Pennsylvania
$504K 3,053 +1,053 +53%
OPS
118
Orion Portfolio Solutions
Nebraska
$504K 3,053 +1,053 +53%
Corient Private Wealth
119
Corient Private Wealth
Florida
$498K 3,015 -196 -6%
IUHSA
120
Itau Unibanco Holding S.A.
Brazil
$495K 2,999 +899 +43%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$492K 2,979 -1,372 -32%
SEI Investments
122
SEI Investments
Pennsylvania
$489K 2,964 -1,078 -27%
Boston Partners
123
Boston Partners
Massachusetts
$474K 2,870 +84 +3%
IA
124
IFP Advisors
Florida
$444K 2,689 +2,664 +10,656%
DTL
125
Dynamic Technology Lab
Singapore
$437K 2,648 +176 +7%
3 4
5
6 7