We are live on ! Find out more
IEP icon

Icahn Enterprises

111 hedge funds and large institutions have $4.23B invested in Icahn Enterprises in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $4.22B → $4.23B (+$8.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

5.22% less ownership

Funds ownership: 93.21%87.99% (-5.2%)

10% less funds holding

Funds holding: 123111 (-12)

30% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $19.7M

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
111
Holders Change
-12
Holders Change %
-9.76%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
32
Reduced
32
Closed
17
Calls
$13.8M
Puts
$19.7M
Net Calls
-$5.92M
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$316K +$328K +41,893 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$257K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$248K +$16.7K +2,125 +7%
UAG
29
United Advisor Group
Ohio
$233K -$19.4K -2,471 -7%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$227K
GI
31
GAMCO Investors
Connecticut
$227K +$125K +16,000 +114%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$218K -$9.45K -1,205 -4%
S4W
33
Solutions 4 Wealth
Texas
$213K +$56.1K +7,157 +34%
KA
34
Kovack Advisors
Florida
$207K +$214K +27,326 New
SP
35
Stablepoint Partners
Massachusetts
$204K
MWM
36
Meridian Wealth Management
Kentucky
$204K -$118 -15 -0.1%
M&T Bank
37
M&T Bank
New York
$201K
AGA
38
Accuvest Global Advisors
Utah
$198K -$20.7K -2,643 -9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$192K +$35.9K +4,582 +22%
PI
40
PFG Investments
New York
$192K +$62.1K +7,921 +45%
Osaic Holdings
41
Osaic Holdings
Arizona
$189K -$8.69K -1,108 -4%
OC
42
Oppenheimer & Co
New York
$182K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$181K +$20.6K +2,622 +12%
VEA
44
Virtus ETF Advisers
New York
$162K -$40.3K -5,136 -19%
AIA
45
Arrow Investment Advisors
Maryland
$160K +$18.8K +2,396 +13%
BCM
46
Brookstone Capital Management
Illinois
$155K
CA
47
Claro Advisors
Massachusetts
$146K +$17.6K +2,250 +13%
KCFA
48
Key Client Fiduciary Advisors
New Jersey
$140K -$18K -2,300 -11%
AAM
49
Azzad Asset Management
Virginia
$140K +$145K +18,500 New
PA
50
PSI Advisors
Florida
$139K -$509 -65 -0.4%