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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
AEPWM
101
Atlantic Edge Private Wealth Management
Florida
$1.51K +$1.61K +200 New
NL
102
NVWM LLC
Pennsylvania
$1.48K +$153 +19 +11%
LI
103
LRI Investments
Florida
$1.15K +$73 +9 +6%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.14K -$2.92K -362 -71%
HFS
105
Hantz Financial Services
Michigan
$1K +$40 +5 +6%
SAG
106
SageView Advisory Group
California
$944 +$1.01K +125 New
GFA
107
Godfrey Financial Associates
New York
$812 +$871 +108 New
NA
108
NewEdge Advisors
Louisiana
$778
CFG
109
Clayton Financial Group
Missouri
$755
CTA
110
Colonial Trust Advisors
South Carolina
$755
MCM
111
MAI Capital Management
Ohio
$627
GWSG
112
GPS Wealth Strategies Group
Colorado
$536 -$121 -15 -17%
SWP
113
Strategic Wealth Partners
Ohio
$189
DFA
114
DHJJ Financial Advisors
Illinois
$76
KFI
115
Key Financial Inc
Pennsylvania
$68
CA
116
CoreCap Advisors
Michigan
$65 -$855 -106 -92%
HNB
117
Huntington National Bank
Ohio
$60
ECA
118
Elevated Capital Advisors
Utah
$60 +$64 +8 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$46
US Bancorp
120
US Bancorp
Minnesota
$45
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$23 -$468 -58 -95%
PMFA
122
Plante Moran Financial Advisors
Michigan
$23
SWM
123
SHP Wealth Management
Massachusetts
$8 +$8 +1 New
AWA
124
American Wealth Advisors
Georgia
$1
LWA
125
Lantern Wealth Advisors
New York
-$8.42K -1,000,000 Closed