We are live on ! Find out more
IESC icon

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 71 funds opening new positions, 89 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

82% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 39

81% more capital invested

Capital invested by funds: $3.13B → $5.67B (+$2.54B)

12% more funds holding

Funds holding: 244273 (+29)

1.68% more ownership

Funds ownership: 94.59%96.27% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 89 | 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
+29
Holders Change %
+11.89%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
71
Increased
89
Reduced
86
Closed
39
Calls
$23.9M
Puts
$29.9M
Net Calls
-$6.01M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$291K +$231K +982 New
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$275K +$219K +928 New
HSBC Holdings
178
HSBC Holdings
United Kingdom
$275K +$219K +929 New
AIP
179
Ameritas Investment Partners
Nebraska
$273K +$14.6K +62 +7%
OAM
180
Oppenheimer Asset Management
New York
$270K +$215K +913 New
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$259K +$199K +846 New
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$258K +$206K +872 New
Russell Investments Group
183
Russell Investments Group
United Kingdom
$255K -$2.45M -10,413 -92%
CCP
184
Clifford Capital Partners
Utah
$254K +$202K +858 New
DS
185
DRW Securities
Illinois
$251K +$200K +849 New
Cerity Partners
186
Cerity Partners
New York
$251K +$200K +848 New
VPIM
187
Vanguard Personalized Indexing Management
California
$243K +$193K +819 New
AAS
188
Avantax Advisory Services
Texas
$236K +$188K +798 New
Raymond James Financial
189
Raymond James Financial
Florida
$232K -$2.49M -10,562 -93%
JAM
190
Jupiter Asset Management
United Kingdom
$219K +$174K +740 New
FFM
191
Forum Financial Management
Illinois
$218K +$173K +736 New
X
192
Xponance
Pennsylvania
$212K +$169K +715 New
RC
193
Rexford Capital
Texas
$207K +$165K +700 New
OP
194
ORG Partners
Indiana
$207K +$168K +714 New
Universal-Beteiligungs- und Servicegesellschaft
195
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K +$163K +692 New
Simplex Trading
196
Simplex Trading
Illinois
$191K +$152K +645 New
FFA
197
Farther Finance Advisors
California
$163K +$129K +548 +54,800%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K +$1.41K +6 +1%
CAM
199
Chesapeake Asset Management
New York
$134K +$106K +451 New
Jones Financial Companies
200
Jones Financial Companies
Missouri
$125K +$20K +85 +25%

IESC Hedge Fund Activity: Q2 2025 in Review

273 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2025, worth a combined $5.67B — up 81% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IESC positions and 39 closed out — a net gain of 32 holders — while 89 added to existing stakes and 86 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $19M.

  • 273 institutional investors held IES Holdings (IESC) as of Q2 2025, up from 244 in Q1 2025.
  • Funds reported $5.67B of IES Holdings stock for Q2 2025, up 81% quarter-over-quarter.
  • 71 funds opened new IES Holdings positions in Q2 2025 and 39 closed out, a net change of +32 holders.
  • The largest IES Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $62.6M added.
  • The largest IES Holdings seller in Q2 2025 was Dimensional Fund Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.