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IES Holdings

343 hedge funds and large institutions have $7.38B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 104 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 → $7.38B (-$252M)

1.13% less ownership

Funds ownership: 96.61%95.48% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
343
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
SWP
126
Strategic Wealth Partners
Ohio
$1.45M
CIP
127
Convergence Investment Partners
Florida
$1.43M
Corient Private Wealth
128
Corient Private Wealth
Florida
$1.4M
MWM
129
Moran Wealth Management
Florida
$1.35M
PA
130
PFG Advisors
Arizona
$1.34M
Citadel Advisors
131
Citadel Advisors
Florida
$1.28M
PWS
132
Peterson Wealth Services
Utah
$1.28M
CF
133
Centaurus Financial
California
$1.2M
VF
134
Virtu Financial
New York
$1.16M
SO
135
STRS Ohio
Ohio
$1.09M
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$1.09M
NA
137
Navellier & Associates
Nevada
$1.07M
Stifel Financial
138
Stifel Financial
Missouri
$1.06M
Mariner
139
Mariner
Kansas
$1.06M
N
140
Numerai
California
$1.05M
ACM
141
Argent Capital Management
Missouri
$1.02M
DWM
142
Dakota Wealth Management
Florida
$1.02M
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$975K
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$971K
ASRS
145
Arizona State Retirement System
Arizona
$969K
AI
146
Atom Investors
Texas
$962K
EPW
147
Evolve Private Wealth
California
$931K
Russell Investments Group
148
Russell Investments Group
United Kingdom
$838K
BCM
149
Bourgeon Capital Management
Connecticut
$818K
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$817K