IESC icon

IES Holdings

341 hedge funds and large institutions have $7.37B invested in IES Holdings in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 104 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 (-$253M)

1.14% less ownership

Funds ownership: 96.61%95.46% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
341
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
IUHSA
176
Itau Unibanco Holding S.A.
Brazil
$473K
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$467K
HCMT
178
Highland Capital Management (Tennessee)
Tennessee
$467K
Two Sigma Advisers
179
Two Sigma Advisers
New York
$467K
PCA
180
Pallas Capital Advisors
Massachusetts
$459K
EGM
181
Engineers Gate Manager
New York
$456K
CCP
182
Clifford Capital Partners
Utah
$453K
CG
183
Cynosure Group
Utah
$435K
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$428K
BWA
185
BlueSky Wealth Advisors
North Carolina
$428K
FFA
186
Farther Finance Advisors
California
$425K
CSB
187
City State Bank
Iowa
$424K
Citigroup
188
Citigroup
New York
$418K
MCM
189
MAI Capital Management
Ohio
$417K
ET
190
Entropy Technologies
New York
$405K
GSEP
191
Golden State Equity Partners
California
$399K
WC
192
Wexford Capital
Florida
$389K
LW
193
Linscomb Wealth
Texas
$389K
OP
194
ORG Partners
Indiana
$389K
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$384K
HWAM
196
Hennion & Walsh Asset Management
New Jersey
$384K
SFA
197
Souders Financial Advisors
Ohio
$383K
DAC
198
Dutch Asset Corp
New York
$379K
Canada Life
199
Canada Life
Manitoba, Canada
$371K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$369K