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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
JF
201
Jump Financial
Illinois
$360K
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$358K
SA
203
Sanctuary Advisors
Indiana
$352K
CA
204
Callahan Advisors
Texas
$350K
VPIM
205
Vanguard Personalized Indexing Management
California
$349K
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$346K
SLAM
207
Swiss Life Asset Management
$340K
AI
208
Atria Investments
North Carolina
$333K
XF
209
XML Financial
Maryland
$331K
XT
210
XTX Topco
Cayman Islands
$328K
JCP
211
JB Capital Partners
New York
$327K
Capstone Investment Advisors
212
Capstone Investment Advisors
New York
$322K
AHL
213
Abel Hall LLC
Louisiana
$320K
CAM
214
Cresset Asset Management
Illinois
$317K
MML Investors Services
215
MML Investors Services
Massachusetts
$305K
AIP
216
Ameritas Investment Partners
Nebraska
$294K
IWS
217
Insight Wealth Strategies
California
$287K
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$287K
FFM
219
Forum Financial Management
Illinois
$286K
QCM
220
Quantinno Capital Management
New York
$286K
X
221
Xponance
Pennsylvania
$279K
ACM
222
Ayrshire Capital Management
Connecticut
$273K
RC
223
Rexford Capital
Texas
$272K
SSWM
224
Sheets Smith Wealth Management
North Carolina
$270K
KWM
225
Keebeck Wealth Management
Illinois
$270K