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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
GJL
1
Gendell Jeffrey L
$4.19B -$50.2M -145,837 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$822M -$111M -321,119 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$345M -$2.44M -7,103 -0.8%
BlackRock
4
BlackRock
New York
$282M +$922K +2,679 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$200M -$20.6M -59,916 -11%
First Trust Advisors
6
First Trust Advisors
Illinois
$129M +$101M +293,977 +983%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$107M +$1.51M +4,383 +2%
State Street
8
State Street
Massachusetts
$80.9M -$537K -1,560 -0.8%
PP
9
Pertento Partners
United Kingdom
$71.1M +$7.02M +20,390 +13%
RA
10
Royce & Associates
New York
$70.2M -$2M -5,824 -3%
AC
11
AltraVue Capital
Washington
$66.1M +$1.16M +3,370 +2%
Morgan Stanley
12
Morgan Stanley
New York
$63.3M +$7.79M +22,638 +17%
Franklin Resources
13
Franklin Resources
California
$61.7M +$1.91M +5,542 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$59.2M -$20.9M -60,710 -29%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$52.3M +$7.27M +21,136 +19%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$45.3M -$743K -2,159 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$42M -$9.22M -26,800 -20%
SCM
18
SG Capital Management
Illinois
$38.6M +$33.4M +97,094 New
Invesco
19
Invesco
Georgia
$36.2M -$148K -429 -0.5%
American Century Companies
20
American Century Companies
Missouri
$34.9M +$3.89M +11,311 +15%
Goldman Sachs
21
Goldman Sachs
New York
$34M +$2.4M +6,983 +9%
UBS Group
22
UBS Group
Switzerland
$33.6M +$10.5M +30,433 +56%
Charles Schwab
23
Charles Schwab
California
$32.6M +$1.85M +5,390 +7%
Swedbank
24
Swedbank
Sweden
$32.2M +$16.9M +49,000 +153%
Northern Trust
25
Northern Trust
Illinois
$32.2M -$1.34M -3,890 -5%

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.