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IES Holdings

337 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $7.63B → $7.37B (-$258M)

1.21% less ownership

Funds ownership: 96.62%95.41% (-1.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.9M
Puts
$37.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$467K
HCMT
177
Highland Capital Management (Tennessee)
Tennessee
$467K
Two Sigma Advisers
178
Two Sigma Advisers
New York
$467K
PCA
179
Pallas Capital Advisors
Massachusetts
$459K
EGM
180
Engineers Gate Manager
New York
$456K
CCP
181
Clifford Capital Partners
Utah
$453K
CG
182
Cynosure Group
Utah
$435K
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
$428K
BWA
184
BlueSky Wealth Advisors
North Carolina
$428K
FFA
185
Farther Finance Advisors
California
$425K
CSB
186
City State Bank
Iowa
$424K
Citigroup
187
Citigroup
New York
$418K
MCM
188
MAI Capital Management
Ohio
$417K
ET
189
Entropy Technologies
New York
$405K
GSEP
190
Golden State Equity Partners
California
$399K
WC
191
Wexford Capital
Florida
$389K
LW
192
Linscomb Wealth
Texas
$389K
OP
193
ORG Partners
Indiana
$389K
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$384K
HWAM
195
Hennion & Walsh Asset Management
New Jersey
$384K
SFA
196
Souders Financial Advisors
Ohio
$383K
Canada Life
197
Canada Life
Manitoba, Canada
$371K
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$369K
CFG
199
Citizens Financial Group
Rhode Island
$364K
CFP
200
Comprehensive Financial Planning
Pennsylvania
$361K