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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
VCM
126
Voleon Capital Management
California
$1.14M +$984K +2,858 New
Stifel Financial
127
Stifel Financial
Missouri
$1.13M +$82.3K +239 +9%
Canada Life
128
Canada Life
Manitoba, Canada
$1.12M -$76.4K -222 -7%
TI
129
Tidal Investments
Wisconsin
$1.12M +$486K +1,412 +100%
ACM
130
Argent Capital Management
Missouri
$1.12M +$967K +2,811 New
CF
131
Centaurus Financial
California
$1.12M +$967K +2,810 New
ASRS
132
Arizona State Retirement System
Arizona
$1.04M -$1.38K -4 -0.2%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.04M -$39.2K -114 -4%
BCM
134
Bourgeon Capital Management
Connecticut
$1.04M -$329K -955 -27%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.04M +$34.1K +99 +4%
PFSRSONJ
136
Police & Firemen's Retirement System of New Jersey
New Jersey
$994K +$161K +469 +23%
RA
137
RFG Advisory
Alabama
$944K +$817K +2,373 New
OPWM
138
Oakwell Private Wealth Management
Texas
$941K
CI
139
Cavalier Investments
Georgia
$916K +$85.3K +248 +4%
Citigroup
140
Citigroup
New York
$863K -$999K -2,903 -57%
1SB
141
1ST Source Bank
Indiana
$795K
KK
142
KLP Kapitalforvaltning
Norway
$795K +$68.8K +200 +11%
N
143
Numerai
California
$731K +$633K +1,839 New
PFA
144
Petra Financial Advisors
Colorado
$721K +$6.54K +19 +1%
P8IP
145
Pier 88 Investment Partners
California
$716K +$619K +1,800 New
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$715K +$161K +469 +35%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$705K +$314K +912 +106%
OIA
148
Optimum Investment Advisors
Illinois
$682K
VA
149
VestGen Advisors
Illinois
$682K +$590K +1,715 New
RWM
150
Ritholtz Wealth Management
New York
$674K -$6.88K -20 -1%

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.