IESC icon

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
MWM
126
Moran Wealth Management
Florida
$1.35M
PA
127
PFG Advisors
Arizona
$1.34M
Citadel Advisors
128
Citadel Advisors
Florida
$1.28M
PWS
129
Peterson Wealth Services
Utah
$1.28M
CF
130
Centaurus Financial
California
$1.2M
VF
131
Virtu Financial
New York
$1.16M
SO
132
STRS Ohio
Ohio
$1.09M
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.09M
NA
134
Navellier & Associates
Nevada
$1.07M
Stifel Financial
135
Stifel Financial
Missouri
$1.06M
Mariner
136
Mariner
Kansas
$1.06M
N
137
Numerai
California
$1.05M
ACM
138
Argent Capital Management
Missouri
$1.02M
DWM
139
Dakota Wealth Management
Florida
$1.02M
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$975K
PFSRSONJ
141
Police & Firemen's Retirement System of New Jersey
New Jersey
$971K
ASRS
142
Arizona State Retirement System
Arizona
$969K
AI
143
Atom Investors
Texas
$962K
EPW
144
Evolve Private Wealth
California
$931K
Russell Investments Group
145
Russell Investments Group
United Kingdom
$838K
BCM
146
Bourgeon Capital Management
Connecticut
$818K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$817K
P8IP
148
Pier 88 Investment Partners
California
$817K
1SB
149
1ST Source Bank
Indiana
$778K
KK
150
KLP Kapitalforvaltning
Norway
$747K