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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
NWWA
101
New Wave Wealth Advisors
Arkansas
$867 +$1.21K +100 New
NA
102
NewEdge Advisors
Louisiana
$858 +$12 +1 +1%
CA
103
CoreCap Advisors
Michigan
$799 +$48 +4 +5%
GWSG
104
GPS Wealth Strategies Group
Colorado
$650 +$24 +2 +3%
CJ
105
Caitlin John
Michigan
$520
PSFG
106
Park Square Financial Group
Georgia
$381 +$532 +44 New
CWC
107
Carolinas Wealth Consulting
North Carolina
$210 +$24 +2 +9%
KFI
108
Key Financial Inc
Pennsylvania
$78
HNB
109
Huntington National Bank
Ohio
$69 -$12 -1 -11%
CFB
110
Cullen/Frost Bankers
Texas
$61 -$1.66K -137 -95%
CA
111
Clearstead Advisors
Ohio
$61
SAM
112
Synergy Asset Management
Washington
$59 +$48 +4 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$52 +$48 +4 +200%
PFBT
114
Parkside Financial Bank & Trust
Missouri
$27
BlackRock
115
BlackRock
New York
$26
PMFA
116
Plante Moran Financial Advisors
Michigan
$26
TWC
117
TD Waterhouse Canada
Ontario, Canada
$17 -$230 -19 -90%
FFA
118
Farther Finance Advisors
California
$17
NFSG
119
Newbridge Financial Services Group
Florida
$17 +$24 +2 New
AWM
120
Activest Wealth Management
Florida
$1
Group One Trading
121
Group One Trading
Illinois
-$3.02M -249,520 Closed
CM
122
Caption Management
Oklahoma
-$1.18M -86,940 Closed
GAM
123
Griffin Asset Management
New York
-$540K -39,970 Closed
TWP
124
Tempus Wealth Planning
California
-$418K -30,916 Closed
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
-$308K -22,800 Closed

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.