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Icahn Enterprises

110 hedge funds and large institutions have $4.41B invested in Icahn Enterprises in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

25% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $16.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$16.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$10.2K
HI
77
Harbour Investments
Wisconsin
$8.98K
LWA
78
Lantern Wealth Advisors
New York
$8.42K
Jones Financial Companies
79
Jones Financial Companies
Missouri
$7.83K
BSB
80
Bangor Savings Bank
Maine
$5.73K
WSFS
81
Wilmington Savings Fund Society
Delaware
$5.1K
TRCT
82
Tower Research Capital (TRC)
New York
$4.9K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$4.32K
HAP
84
Harbor Asset Planning
Massachusetts
$3.86K
TCOT
85
Trust Company of Toledo
Ohio
$2.88K
BWL
86
Bogart Wealth LLC
Virginia
$2.4K
ITIM
87
Indiana Trust & Investment Management
Indiana
$2.16K
ACA
88
American Capital Advisory
Idaho
$1.99K
NB
89
NBT Bank
New York
$1.68K
NL
90
NVWM LLC
Pennsylvania
$1.49K
AAS
91
Ameritas Advisory Services
Nebraska
$1.43K
LI
92
LRI Investments
Florida
$1.21K
HFS
93
Hantz Financial Services
Michigan
$1K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1K
CA
95
CoreCap Advisors
Michigan
$968
NA
96
NewEdge Advisors
Louisiana
$867
CTA
97
Colonial Trust Advisors
South Carolina
$842
CFG
98
Clayton Financial Group
Missouri
$842
GWSG
99
GPS Wealth Strategies Group
Colorado
$724
MCM
100
MAI Capital Management
Ohio
$699