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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
BWA
176
BlueSky Wealth Advisors
North Carolina
$437K
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$437K
LIP
178
Lighthouse Investment Partners
Florida
$437K +$379K +1,100 New
CW
179
CreativeOne Wealth
Kansas
$431K +$373K +1,083 New
MCM
180
MAI Capital Management
Ohio
$425K
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$420K -$764K -2,221 -68%
Osaic Holdings
182
Osaic Holdings
Arizona
$419K +$15.8K +46 +4%
OP
183
ORG Partners
Indiana
$414K +$113K +328 +46%
GSEP
184
Golden State Equity Partners
California
$408K
CA
185
Callahan Advisors
Texas
$398K
LW
186
Linscomb Wealth
Texas
$398K
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$396K -$1.72K -5 -0.5%
FFA
188
Farther Finance Advisors
California
$394K +$152K +441 +80%
SFA
189
Souders Financial Advisors
Ohio
$386K -$58.2K -169 -15%
CBU
190
CIBC Bancorp USA
Illinois
$383K +$332K +964 New
CFG
191
Citizens Financial Group
Rhode Island
$381K +$329K +957 New
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$377K +$327K +949 New
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$355K -$35.4K -103 -10%
AI
194
Atria Investments
North Carolina
$353K -$32.7K -95 -10%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$350K -$16.9K -49 -5%
JCP
196
JB Capital Partners
New York
$334K -$14.1M -41,004 -98%
CFP
197
Comprehensive Financial Planning
Pennsylvania
$330K +$286K +831 New
DJYG
198
David J. Yvars Group
Florida
$326K +$282K +820 New
VPIM
199
Vanguard Personalized Indexing Management
California
$317K -$7.57K -22 -3%
Squarepoint
200
Squarepoint
New York
$312K +$270K +784 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.