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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
Comerica Bank
201
Comerica Bank
Texas
$111K +$4.95K +21 +6%
HI
202
Harbour Investments
Wisconsin
$105K
KBC Group
203
KBC Group
Belgium
$90K -$28K -119 -28%
QT
204
Quantbot Technologies
New York
$89.2K +$70.9K +301 New
AB
205
Amalgamated Bank
New York
$86K
GI
206
GAMMA Investing
California
$84.4K +$6.83K +29 +11%
SS
207
Sunbelt Securities
Texas
$79.4K +$93.1K +395 New
BTI
208
Blue Trust Inc
Georgia
$72K +$25.9K +110 +83%
CCA
209
Catalyst Capital Advisors
New York
$65.2K
A
210
AlphaQuest
New York
$60.1K -$33.5K -142 -41%
ST
211
Smithfield Trust
Pennsylvania
$50K
MYIA
212
Mount Yale Investment Advisors
Colorado
$46.5K +$37K +157 New
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$37.9K
JSAM
214
J. Safra Asset Management
New York
$33.8K -$7.78K -33 -22%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$33.5K +$23.8K +101 +842%
VCM
216
Versant Capital Management
Arizona
$30.5K +$5.18K +22 +27%
IA
217
IFP Advisors
Florida
$28.1K -$614K -2,606 -97%
BIG
218
Brooklyn Investment Group
New York
$27K +$19.6K +83 +1,038%
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$26K +$20.5K +87 New
MTC
220
Matrix Trust Company
Colorado
$25K -$943 -4 -4%
OWA
221
Opal Wealth Advisors
New York
$24.9K +$19.8K +84 New
C
222
Covestor
United Kingdom
$24K -$1.89K -8 -9%
Federated Hermes
223
Federated Hermes
Pennsylvania
$20.4K -$9.9K -42 -38%
EWA
224
EverSource Wealth Advisors
Alabama
$18.4K +$4.01K +17 +38%
TWD
225
True Wealth Design
Ohio
$18.1K +$8.96K +38 +165%

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.