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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
BA
101
Bridgewater Advisors
New York
$1.14M
IIM
102
INTECH Investment Management
Florida
$1.14M -$440K -1,866 -33%
SWP
103
Strategic Wealth Partners
Ohio
$1.1M +$876K +3,715 New
PWS
104
Peterson Wealth Services
Utah
$1.1M +$33.7K +143 +4%
BCM
105
Bourgeon Capital Management
Connecticut
$1.06M
AA
106
ALPS Advisors
Colorado
$1.06M +$386K +1,636 +85%
MWM
107
Moran Wealth Management
Florida
$983K -$12.5K -53 -2%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$970K -$9.88M -41,909 -93%
PA
109
PFG Advisors
Arizona
$964K -$15.3K -65 -2%
SO
110
STRS Ohio
Ohio
$948K -$212K -900 -22%
Canada Life
111
Canada Life
Manitoba, Canada
$919K +$173K +735 +31%
Corient Private Wealth
112
Corient Private Wealth
Florida
$919K +$20.5K +87 +3%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$884K +$117K +498 +20%
NA
114
Navellier & Associates
Nevada
$868K +$10.6K +45 +2%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$809K +$135K +571 +26%
ASRS
116
Arizona State Retirement System
Arizona
$778K +$15.3K +65 +3%
Stifel Financial
117
Stifel Financial
Missouri
$768K -$11.3K -48 -2%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$743K -$111K -472 -16%
CGIM
119
Cannon Global Investment Management
Florida
$741K +$589K +2,500 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$734K +$58.9K +250 +11%
CIM
121
Cambria Investment Management
California
$715K -$15.8K -67 -3%
AIM
122
Ausbil Investment Management
Australia
$707K +$562K +2,386 New
OPWM
123
Oakwell Private Wealth Management
Texas
$701K -$1.81M -7,672 -76%
Creative Planning
124
Creative Planning
Kansas
$695K +$139K +588 +33%
VI
125
Versor Investments
New York
$681K +$542K +2,300 New

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.