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Icahn Enterprises

121 hedge funds and large institutions have $3.95B invested in Icahn Enterprises in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.58% less ownership

Funds ownership: 91.92%90.34% (-1.6%)

2% less funds holding

Funds holding: 123121 (-2)

11% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $15.2M

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

33% less capital invested

Capital invested by funds: $5.91B → $3.95B (-$1.96B)

Holders
121
Holders Change
-2
Holders Change %
-1.63%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
41
Closed
24
Calls
$13.6M
Puts
$15.2M
Net Calls
-$1.62M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$275K -$1.12M -92,509 -74%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$251K -$92.9K -7,678 -21%
UAG
28
United Advisor Group
Ohio
$251K +$121 +10 +0%
AAS
29
Avantax Advisory Services
Texas
$251K -$123K -10,186 -26%
Stifel Financial
30
Stifel Financial
Missouri
$246K -$78.2K -6,464 -19%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$246K +$3K +248 +0.9%
PA
32
PSI Advisors
Florida
$232K -$57.1K -4,715 -15%
JF
33
Jump Financial
Illinois
$221K +$308K +25,465 New
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$217K +$30.3K +2,500 +11%
SP
35
Stablepoint Partners
Massachusetts
$215K
CCA
36
Corps Capital Advisors
Texas
$198K +$277K +22,854 New
Wolverine Trading
37
Wolverine Trading
Illinois
$195K -$25.5K -2,110 -9%
SG Americas Securities
38
SG Americas Securities
New York
$193K +$270K +22,273 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$192K -$690K -57,006 -72%
TCM
40
Triumph Capital Management
Colorado
$184K +$54.7K +4,521 +27%
MWM
41
Meridian Wealth Management
Kentucky
$184K +$12.4K +1,026 +5%
HAG
42
HighPoint Advisor Group
Illinois
$181K -$605 -50 -0.3%
BCM
43
Brookstone Capital Management
Illinois
$179K
OC
44
Oppenheimer & Co
New York
$177K +$1.66K +137 +0.7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$173K +$242K +19,987 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$168K -$44.1K -3,643 -16%
Creative Planning
47
Creative Planning
Kansas
$164K -$141K -11,612 -38%
Barclays
48
Barclays
United Kingdom
$157K +$131K +10,814 +148%
MOS
49
MGO One Seven
Ohio
$154K -$41.3K -3,417 -16%
IAS
50
Insigneo Advisory Services
Florida
$128K -$33.4K -2,762 -16%

IEP Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2024, worth a combined $3.95B — down 33% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IEP positions and 24 closed out — a net gain of 2 holders — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Icahn Carl, adding an estimated $213M. The largest seller was Group One Trading, exiting entirely with an estimated $3.02M sold.

  • 121 institutional investors held Icahn Enterprises (IEP) as of Q4 2024, down from 123 in Q3 2024.
  • Funds reported $3.95B of Icahn Enterprises stock for Q4 2024, down 33% quarter-over-quarter.
  • 26 funds opened new Icahn Enterprises positions in Q4 2024 and 24 closed out, a net change of +2 holders.
  • The largest Icahn Enterprises buyer in Q4 2024 was Icahn Carl, an estimated $213M added.
  • The largest Icahn Enterprises seller in Q4 2024 was Group One Trading, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2024.