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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$16.1K -$3.38K -279 -13%
BBHC
77
Brown Brothers Harriman & Co
New York
$15.5K
EWA
78
EverSource Wealth Advisors
Alabama
$15.2K -$4.04K -334 -16%
IA
79
IFG Advisory
Georgia
$10K +$121K +10,000 New
AF
80
Allworth Financial
California
$9.59K +$36 +3 +0.3%
TAM
81
Tucker Asset Management
Colorado
$7.63K -$605 -50 -5%
WWA
82
Wingate Wealth Advisors
Massachusetts
$7.21K +$10.1K +831 New
JP Morgan Chase
83
JP Morgan Chase
New York
$5.63K
ETC
84
Exchange Traded Concepts
Oklahoma
$4.93K -$1.21K -100 -15%
BSB
85
Bangor Savings Bank
Maine
$4.33K +$1.21K +100 +25%
CWM
86
Cedar Wealth Management
California
$3.64K
Jones Financial Companies
87
Jones Financial Companies
Missouri
$2.64K -$1.38K -114 -27%
RI
88
Ridgewood Investments
New Jersey
$2.17K -$1.21K -100 -29%
HIW
89
Holos Integrated Wealth
Pennsylvania
$2.17K +$3.02K +250 New
ITIM
90
Indiana Trust & Investment Management
Indiana
$2.1K +$133 +11 +5%
BWL
91
Bogart Wealth LLC
Virginia
$2.07K +$133 +11 +5%
SOW
92
State of Wyoming
Wyoming
$1.86K -$78.1K -6,452 -97%
NB
93
NBT Bank
New York
$1.73K
CFGS
94
Concourse Financial Group Securities
Alabama
$1.62K -$23.2K -1,919 -92%
T
95
Transce3nd
Texas
$1.3K +$1.81K +150 New
LI
96
LRI Investments
Florida
$1.05K +$61 +5 +4%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.58K -544 -87%
MCM
98
MAI Capital Management
Ohio
$939 +$1.31K +108 New
HCP
99
Hexagon Capital Partners
Arkansas
$893
CTA
100
Colonial Trust Advisors
South Carolina
$867

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.