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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
KAS
51
KPP Advisory Services
Kentucky
$125K -$17.9K -1,481 -9%
PCIA
52
Prime Capital Investment Advisors
Kansas
$123K +$266 +22 +0.2%
LFS
53
Littlejohn Financial Services
Oregon
$121K +$169K +14,000 New
Citigroup
54
Citigroup
New York
$110K +$126K +10,445 +462%
Mariner
55
Mariner
Kansas
$106K +$147K +12,177 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$105K +$147K +12,154 New
MML Investors Services
57
MML Investors Services
Massachusetts
$104K -$8.08K -668 -5%
BHWA
58
Beacon Harbor Wealth Advisors
Virginia
$98.4K
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$87K +$121K +10,014 +40,056%
CI
60
CAZ Investments
Texas
$87K +$121K +10,000 New
GRP
61
Global Retirement Partners
California
$61.7K +$13.2K +1,089 +18%
AWM
62
Avior Wealth Management
Nebraska
$60.7K
ACM
63
Anfield Capital Management
California
$46.1K -$71.4K -5,904 -53%
TRCT
64
Tower Research Capital (TRC)
New York
$43.7K -$73.8K -6,102 -55%
PCWA
65
Pacific Capital Wealth Advisors
California
$43.4K
MAS
66
MPWM Advisory Solutions
Georgia
$36.8K +$51.4K +4,250 New
SSG
67
Summit Securities Group
New York
$31K -$47.9K -3,961 -53%
SWM
68
Spire Wealth Management
Virginia
$30.3K -$78.7K -6,500 -65%
APW
69
Aventura Private Wealth
Florida
$21.8K +$30.4K +2,510 New
HI
70
Harbour Investments
Wisconsin
$19.6K +$266 +22 +1%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$19.5K -$14.7K -1,213 -36%
WSFS
72
Wilmington Savings Fund Society
Delaware
$18.9K
SPIA
73
Steward Partners Investment Advisory
New York
$18.6K -$4.3K -355 -14%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$17.7K +$545 +45 +2%
CWM
75
Cranbrook Wealth Management
Michigan
$16.3K +$19.8K +1,637 +682%

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.