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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
BBA
151
Baader Bank Aktiengesellschaft
Germany
$656K +$578K +1,680 New
BPIM
152
Brant Point Investment Management
New York
$651K +$151K +438 +37%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$650K -$290K -843 -34%
ProShare Advisors
154
ProShare Advisors
Maryland
$615K -$106K -308 -17%
CG
155
Cynosure Group
Utah
$609K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$587K +$56.1K +163 +12%
CGIM
157
Cannon Global Investment Management
Florida
$557K -$379K -1,100 -44%
NS
158
NBC Securities
Alabama
$554K -$15.5K -45 -3%
AIM
159
AXA Investment Managers
France
$554K +$479K +1,392 New
STA
160
Summit Trail Advisors
New York
$543K +$29.3K +85 +7%
SG Americas Securities
161
SG Americas Securities
New York
$541K +$39.9K +116 +9%
Prudential Financial
162
Prudential Financial
New Jersey
$529K +$3.44K +10 +0.8%
WC
163
Wexford Capital
Florida
$513K -$37.9K -110 -8%
Aviva
164
Aviva
United Kingdom
$512K -$166K -482 -27%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$508K +$150K +437 +52%
TC
166
TradeLink Capital
Illinois
$502K +$435K +1,263 New
SB
167
Strategic Blueprint
Georgia
$493K +$426K +1,239 New
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$489K -$9.64K -28 -2%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$486K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$478K +$35.1K +102 +9%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$477K -$310K -900 -43%
PCA
172
Pallas Capital Advisors
Massachusetts
$469K +$344 +1 +0.1%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$466K -$120K -349 -23%
CSB
174
City State Bank
Iowa
$445K -$8.6K -25 -2%
EF
175
Empowered Funds
Pennsylvania
$439K +$380K +1,104 New

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.