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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
AIP
201
Ameritas Investment Partners
Nebraska
$300K -$57.8K -168 -18%
DC
202
Diametric Capital
Massachusetts
$298K +$258K +750 New
IWS
203
Insight Wealth Strategies
California
$294K -$229K -665 -47%
Cerity Partners
204
Cerity Partners
New York
$293K -$37.9K -110 -13%
FFM
205
Forum Financial Management
Illinois
$293K
X
206
Xponance
Pennsylvania
$287K +$2.41K +7 +1%
OAM
207
Oppenheimer Asset Management
New York
$282K -$69.9K -203 -22%
Simplex Trading
208
Simplex Trading
Illinois
$282K +$22.7K +66 +10%
CCP
209
Clifford Capital Partners
Utah
$282K -$51.3K -149 -17%
SC
210
Savant Capital
Illinois
$276K +$238K +693 New
SRL
211
Scientech Research LLC
New Jersey
$267K +$231K +672 New
KAS
212
KPP Advisory Services
Kentucky
$261K +$226K +657 New
VF
213
Vista Finance
Missouri
$259K +$224K +652 New
SA
214
Sanctuary Advisors
Indiana
$259K +$224K +650 New
DO
215
denkapparat Operations
Germany
$254K +$220K +640 New
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$254K +$220K +638 New
JSL
217
JT Stratford LLC
Georgia
$253K +$219K +636 New
Skandinaviska Enskilda Banken (SEB)
218
Skandinaviska Enskilda Banken (SEB)
Sweden
$250K +$172K +500 +391%
VI
219
Vestcor Inc
New Brunswick, Canada
$239K +$207K +602 New
RC
220
Rexford Capital
Texas
$239K -$34.4K -100 -14%
ACM
221
Ayrshire Capital Management
Connecticut
$237K +$205K +595 New
II
222
Impact Investors
California
$228K +$197K +573 New
XF
223
XML Financial
Maryland
$219K +$189K +550 New
JAM
224
Jupiter Asset Management
United Kingdom
$217K -$66.8K -194 -26%
QCM
225
Quantinno Capital Management
New York
$216K +$187K +544 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.