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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
Mariner
126
Mariner
Kansas
$670K +$135K +573 +34%
FFA
127
Florida Financial Advisors
Florida
$666K +$175K +741 +49%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$622K -$4.1M -17,400 -89%
GAM
129
Gotham Asset Management
New York
$616K -$501K -2,125 -51%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$608K -$4.01K -17 -0.8%
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$601K +$55.1K +234 +13%
1SB
132
1ST Source Bank
Indiana
$592K
TSS
133
Two Sigma Securities
New York
$580K +$14.4K +61 +3%
ProShare Advisors
134
ProShare Advisors
Maryland
$549K +$17.2K +73 +4%
WG
135
Winton Group
United Kingdom
$545K +$434K +1,840 New
Jane Street
136
Jane Street
New York
$535K +$425K +1,805 New
KK
137
KLP Kapitalforvaltning
Norway
$533K -$23.6K -100 -5%
PFA
138
Petra Financial Advisors
Colorado
$531K +$423K +1,793 New
Aviva
139
Aviva
United Kingdom
$524K -$405K -1,719 -49%
NA
140
NewEdge Advisors
Louisiana
$515K -$471 -2 -0.1%
OIA
141
Optimum Investment Advisors
Illinois
$508K +$79K +335 +24%
RWM
142
Ritholtz Wealth Management
New York
$508K -$100K -426 -20%
CG
143
Cynosure Group
Utah
$454K -$115K -489 -24%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$450K -$248K -1,053 -41%
FC
145
FORA Capital
Florida
$446K +$355K +1,507 New
AWA
146
Arete Wealth Advisors
Illinois
$432K +$1.18K +5 +0.3%
NS
147
NBC Securities
Alabama
$425K +$339K +1,438 New
TI
148
Tidal Investments
Wisconsin
$417K -$217K -920 -40%
WC
149
Wexford Capital
Florida
$415K
IWS
150
Insight Wealth Strategies
California
$406K +$15.6K +66 +5%

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.