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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
CFG
201
Citizens Financial Group
Rhode Island
$364K
CFP
202
Comprehensive Financial Planning
Pennsylvania
$361K
JF
203
Jump Financial
Illinois
$360K
Canada Pension Plan Investment Board
204
Canada Pension Plan Investment Board
Ontario, Canada
$358K
SA
205
Sanctuary Advisors
Indiana
$352K
CA
206
Callahan Advisors
Texas
$350K
VPIM
207
Vanguard Personalized Indexing Management
California
$349K
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$346K
SLAM
209
Swiss Life Asset Management
$340K
AI
210
Atria Investments
North Carolina
$333K
XF
211
XML Financial
Maryland
$331K
XT
212
XTX Topco
Cayman Islands
$328K
JCP
213
JB Capital Partners
New York
$327K
Capstone Investment Advisors
214
Capstone Investment Advisors
New York
$322K
AHL
215
Abel Hall LLC
Louisiana
$320K
CAM
216
Cresset Asset Management
Illinois
$317K
MML Investors Services
217
MML Investors Services
Massachusetts
$305K
AIP
218
Ameritas Investment Partners
Nebraska
$294K
IWS
219
Insight Wealth Strategies
California
$287K
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$287K
FFM
221
Forum Financial Management
Illinois
$286K
QCM
222
Quantinno Capital Management
New York
$286K
X
223
Xponance
Pennsylvania
$279K
ACM
224
Ayrshire Capital Management
Connecticut
$273K
RC
225
Rexford Capital
Texas
$272K