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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
GJL
1
Gendell Jeffrey L
$3.16B -$9.81M -41,630 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$707M +$62.6M +265,827 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M +$35.7M +151,351 +21%
BlackRock
4
BlackRock
New York
$209M -$11.3M -47,865 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$167M -$19M -80,636 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78.2M +$2.83M +12,026 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$62.1M -$7.96M -33,794 -14%
State Street
8
State Street
Massachusetts
$60.7M +$1.75M +7,437 +4%
RA
9
Royce & Associates
New York
$54M +$949K +4,025 +2%
AC
10
AltraVue Capital
Washington
$48.3M +$1.27M +5,380 +3%
PP
11
Pertento Partners
United Kingdom
$46.9M +$37.3M +158,378 New
Franklin Resources
12
Franklin Resources
California
$44.3M +$5.12M +21,738 +17%
Morgan Stanley
13
Morgan Stanley
New York
$40.5M -$16.7M -71,033 -34%
Renaissance Technologies
14
Renaissance Technologies
New York
$39.3M -$4.22M -17,900 -12%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$34.4M +$3.32M +14,093 +14%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$32.7M +$8.68M +36,845 +50%
OAM
17
Ophir Asset Management
Australia
$28.3M +$1.28M +5,419 +7%
Invesco
18
Invesco
Georgia
$27.1M +$6.56M +27,849 +44%
Northern Trust
19
Northern Trust
Illinois
$25.1M +$637K +2,704 +3%
Goldman Sachs
20
Goldman Sachs
New York
$23.3M -$3.3M -14,022 -15%
Charles Schwab
21
Charles Schwab
California
$22.7M +$211K +897 +1%
American Century Companies
22
American Century Companies
Missouri
$22.7M +$5.39M +22,852 +43%
KCM
23
Kennedy Capital Management
Missouri
$18.2M -$3.65M -15,484 -20%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$17.3M +$234K +991 +2%
LPL Financial
25
LPL Financial
California
$16.2M +$1.28M +5,412 +11%

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.