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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
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$1.99M
NA
102
Navellier & Associates
Nevada
$1.99M +$712K +2,068 +71%
HighTower Advisors
103
HighTower Advisors
Illinois
$1.91M +$1.65M +4,793 New
HW
104
Hedeker Wealth
Illinois
$1.89M +$131K +382 +9%
GF
105
Gabelli Funds
New York
$1.87M -$619K -1,800 -28%
SEI Investments
106
SEI Investments
Pennsylvania
$1.8M -$332K -964 -18%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$1.67M -$260K -755 -15%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$1.62M +$1.4M +4,073 New
Twin Tree Management
109
Twin Tree Management
Texas
$1.61M +$1.4M +4,059 New
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.54M +$1.34M +3,881 New
VRS
111
Virginia Retirement Systems
Virginia
$1.51M -$379K -1,100 -22%
PWS
112
Peterson Wealth Services
Utah
$1.5M -$1.26M -3,665 -99%
SWP
113
Strategic Wealth Partners
Ohio
$1.48M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.43M +$210K +611 +20%
PA
115
PFG Advisors
Arizona
$1.37M +$68.5K +199 +6%
IIM
116
INTECH Investment Management
Florida
$1.34M -$159K -463 -12%
MWM
117
Moran Wealth Management
Florida
$1.33M +$7.23K +21 +0.6%
BA
118
Bridgewater Advisors
New York
$1.32M
Corient Private Wealth
119
Corient Private Wealth
Florida
$1.26M +$24.8K +72 +2%
SO
120
STRS Ohio
Ohio
$1.23M -$34.4K -100 -3%
FFA
121
Florida Financial Advisors
Florida
$1.23M +$290K +843 +38%
Creative Planning
122
Creative Planning
Kansas
$1.22M +$247K +719 +31%
Mariner
123
Mariner
Kansas
$1.22M +$276K +801 +35%
CIM
124
Cambria Investment Management
California
$1.2M +$208K +603 +25%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$1.15M -$591K -1,718 -37%

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.