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IES Holdings

244 hedge funds and large institutions have $3.12B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.71B → $3.12B (-$581M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.3M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$113M
2 +$19.5M
3 +$16.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.95M

Top Sellers

1 -$22.6M
2 -$13.6M
3 -$7.08M
4
AC
AltraVue Capital
Washington
-$6.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$279K
SC
152
Savant Capital
Illinois
$259K
FFA
153
Florida Financial Advisors
Florida
$250K
AWA
154
Arete Wealth Advisors
Illinois
$240K
WC
155
Wexford Capital
Florida
$231K
OIA
156
Optimum Investment Advisors
Illinois
$228K
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$224K
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$223K
IWS
159
Insight Wealth Strategies
California
$221K
STA
160
Summit Trail Advisors
New York
$221K
DC
161
Diametric Capital
Massachusetts
$217K
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$214K
CCAL
163
City Center Advisors LLC
Michigan
$208K
Millennium Management
164
Millennium Management
New York
$205K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$203K
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$202K
CSB
167
City State Bank
Iowa
$197K
AIP
168
Arrowpoint Investment Partners
Singapore
$187K
MCM
169
MAI Capital Management
Ohio
$177K
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$175K
Lazard Asset Management
171
Lazard Asset Management
New York
$162K
CIM
172
Contravisory Investment Management
Massachusetts
$146K
AIP
173
Ameritas Investment Partners
Nebraska
$142K
New York State Teachers Retirement System (NYSTRS)
174
New York State Teachers Retirement System (NYSTRS)
New York
$118K
Osaic Holdings
175
Osaic Holdings
Arizona
$117K