IESC icon

IES Holdings

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

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.71B → $3.12B (-$581M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.3M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$113M
2 +$19.5M
3 +$16.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.95M

Top Sellers

1 -$22.6M
2 -$13.6M
3 -$7.08M
4
AC
AltraVue Capital
Washington
-$6.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$8K
FMTCOCP
202
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
BCV
203
Banque Cantonale Vaudoise
Switzerland
$8K
CCM
204
Coldstream Capital Management
Washington
$7.76K
SAM
205
Smartleaf Asset Management
Massachusetts
$7.67K
EWA
206
EverSource Wealth Advisors
Alabama
$7.43K
FHA
207
First Horizon Advisors
Tennessee
$7.1K
S
208
SignatureFD
Georgia
$6.93K
RIL
209
Rothschild Investment LLC
Illinois
$5.94K
BIA
210
Bell Investment Advisors
California
$4.79K
PA
211
Parallel Advisors
California
$3.98K
TWD
212
True Wealth Design
Ohio
$3.8K
AS
213
Altshuler Shaham
Israel
$3.63K
HCM
214
Hollencrest Capital Management
California
$3.3K
LI
215
LRI Investments
Florida
$3.27K
QL
216
Quarry LP
New York
$2.64K
HWM
217
Hemington Wealth Management
Virginia
$2K
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$1.98K
JGIA
219
Jackson Grant Investment Advisers
Connecticut
$1.65K
SCM
220
Sterling Capital Management
North Carolina
$1.49K
HCP
221
Hexagon Capital Partners
Arkansas
$1.49K
AF
222
Allworth Financial
California
$1.37K
BIG
223
Brooklyn Investment Group
New York
$1.32K
LC
224
Lindbrook Capital
California
$1.16K
JWA
225
JFS Wealth Advisors
Pennsylvania
$991