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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 70 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.73% more ownership

Funds ownership: 94.56%96.29% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 90 | 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
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.9M
Puts
$29.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
151
Insight Wealth Strategies
California
$406K
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$393K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$389K
STA
154
Summit Trail Advisors
New York
$379K
HCMT
155
Highland Capital Management (Tennessee)
Tennessee
$373K
SG Americas Securities
156
SG Americas Securities
New York
$369K
Prudential Financial
157
Prudential Financial
New Jersey
$365K
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$362K
BPIM
159
Brant Point Investment Management
New York
$355K
PCA
160
Pallas Capital Advisors
Massachusetts
$349K
CSB
161
City State Bank
Iowa
$339K
SFA
162
Souders Financial Advisors
Ohio
$337K
QCM
163
QRG Capital Management
Illinois
$331K
CWM
164
CIBC World Markets
New York
$330K
TRCT
165
Tower Research Capital (TRC)
New York
$328K
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$326K
BWA
167
BlueSky Wealth Advisors
North Carolina
$326K
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$326K
Osaic Holdings
169
Osaic Holdings
Arizona
$323K
MCM
170
MAI Capital Management
Ohio
$317K
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$311K
GSEP
172
Golden State Equity Partners
California
$304K
HWAM
173
Hennion & Walsh Asset Management
New Jersey
$297K
LW
174
Linscomb Wealth
Texas
$296K
CA
175
Callahan Advisors
Texas
$296K