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IES Holdings

337 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $7.63B → $7.37B (-$258M)

1.21% less ownership

Funds ownership: 96.62%95.41% (-1.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.9M
Puts
$37.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$2.2M
LCM
102
LRT Capital Management
Texas
$2.13M
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$2.09M
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$2.08M
DFCM
105
Dark Forest Capital Management
Puerto Rico
$2.05M
Asset Management One
106
Asset Management One
Japan
$2.05M
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.99M
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$1.97M
MIM
109
MetLife Investment Management
New Jersey
$1.96M
TAM
110
Timucuan Asset Management
Florida
$1.95M
SEI Investments
111
SEI Investments
Pennsylvania
$1.94M
HW
112
Hedeker Wealth
Illinois
$1.89M
SCM
113
SG Capital Management
Illinois
$1.86M
GF
114
Gabelli Funds
New York
$1.83M
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.78M
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$1.63M
Lazard Asset Management
117
Lazard Asset Management
New York
$1.59M
BA
118
Bridgewater Advisors
New York
$1.59M
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$1.54M
IIM
120
INTECH Investment Management
Florida
$1.53M
Creative Planning
121
Creative Planning
Kansas
$1.53M
VRS
122
Virginia Retirement Systems
Virginia
$1.51M
FFA
123
Florida Financial Advisors
Florida
$1.49M
RA
124
RFG Advisory
Alabama
$1.46M
CIP
125
Convergence Investment Partners
Florida
$1.43M