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Icahn Enterprises

123 hedge funds and large institutions have $4.22B invested in Icahn Enterprises in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

8% more funds holding

Funds holding: 114123 (+9)

1.63% more ownership

Funds ownership: 91.58%93.21% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $4.41B → $4.22B (-$188M)

79% less call options, than puts

Call options by funds: $7.72M | Put options by funds: $37.1M

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
39
Reduced
31
Closed
19
Calls
$7.72M
Puts
$37.1M
Net Calls
-$29.4M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
76
Summit Securities Group
New York
$25.3K -$64.1K -7,945 -70%
UB
77
UMB Bank
Missouri
$23.7K +$25.3K +3,141 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.4K +2,780 +1,972%
CFB
79
Cullen/Frost Bankers
Texas
$20.2K +$21.5K +2,673 New
APW
80
Aventura Private Wealth
Florida
$19.6K
NS
81
NBC Securities
Alabama
$16.1K +$1.04K +129 +6%
EWA
82
EverSource Wealth Advisors
Alabama
$13.2K
SPIA
83
Steward Partners Investment Advisory
New York
$9.74K +$629 +78 +6%
FFA
84
Farther Finance Advisors
California
$9.19K -$3.61K -448 -27%
WIM
85
Westside Investment Management
California
$9.13K +$9.84K +1,220 New
LWM
86
Lodestone Wealth Management
Washington
$7.79K +$8.32K +1,032 New
TAM
87
Tucker Asset Management
Colorado
$6.28K +$6.71K +832 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$5.99K +$6.38K +792 New
BSB
89
Bangor Savings Bank
Maine
$5.51K +$403 +50 +7%
WSFS
90
Wilmington Savings Fund Society
Delaware
$4.58K
EPG
91
Estate Planners Group
Pennsylvania
$3.77K +$4.03K +500 New
HAP
92
Harbor Asset Planning
Massachusetts
$3.46K
IA
93
IFP Advisors
Florida
$3.02K -$5.84K -725 -64%
TCOT
94
Trust Company of Toledo
Ohio
$2.58K
BWL
95
Bogart Wealth LLC
Virginia
$2.29K +$145 +18 +6%
PP
96
Paladin Partners
Wisconsin
$2.24K +$2.39K +297 New
ITIM
97
Indiana Trust & Investment Management
Indiana
$1.94K
ACA
98
American Capital Advisory
Idaho
$1.78K
AAP
99
Arax Advisory Partners
Colorado
$1.67K -$8.06K -1,000 -82%
NB
100
NBT Bank
New York
$1.51K