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IES Holdings
IESC

Overview Fund Activity

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
Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
83
Reduced
92
Closed
50
Calls
$39.3M
Puts
$26.6M
Net Calls
+$12.7M
Net Calls Change
+$27.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$40.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.49M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
AC
4
AltraVue Capital
Washington
$26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.5K +$54.5K +330 +165%
Walleye Capital
177
Walleye Capital
New York
$77.4K -$78.1K -473 -50%
KBC Group
178
KBC Group
Belgium
$70K +$3.48K +21 +5%
TRCT
179
Tower Research Capital (TRC)
New York
$59.1K -$425K -2,572 -88%
HI
180
Harbour Investments
Wisconsin
$58.6K – – –
Comerica Bank
181
Comerica Bank
Texas
$58.6K -$25.3K -153 -30%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$57.5K -$4.17K -25 -7%
A
183
AlphaQuest
New York
$57K -$3.8K -23 -6%
AB
184
Amalgamated Bank
New York
$48K +$166 +1 +0.3%
GI
185
GAMMA Investing
California
$42.3K +$3.47K +21 +9%
CCA
186
Catalyst Capital Advisors
New York
$36.3K +$36.3K +220 New
SPIA
187
Steward Partners Investment Advisory
New York
$33K -$29.7K -180 -47%
ST
188
Smithfield Trust
Pennsylvania
$28K – – –
SWM
189
Spire Wealth Management
Virginia
$24.4K +$24.4K +148 New
JSAM
190
J. Safra Asset Management
New York
$24.3K +$1.49K +9 +7%
BTI
191
Blue Trust Inc
Georgia
$22K +$2.48K +15 +13%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.1K +$19.2K +116 +967%
Federated Hermes
193
Federated Hermes
Pennsylvania
$18.3K -$19.2K -116 -51%
C
194
Covestor
United Kingdom
$15K -$123K -746 -89%
MTC
195
Matrix Trust Company
Colorado
$15K +$667 +4 +5%
VCM
196
Versant Capital Management
Arizona
$13.4K +$11.6K +70 +636%
SSG
197
Summit Securities Group
New York
$11.1K +$11.1K +67 New
SS
198
SBI Securities
Japan
$9.08K -$826 -5 -8%
HCA
199
Harbor Capital Advisors
Illinois
$9K +$2.5K +15 +38%
US Bancorp
200
US Bancorp
Minnesota
$8.09K +$2.81K +17 +53%
6 7
8
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