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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
IAIM
126
International Assets Investment Management
Florida
-$1.56K -21,122 Closed
S4W
127
Solutions 4 Wealth
Texas
-$239K -17,698 Closed
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
-$205K -15,136 Closed
VFA
129
Valeo Financial Advisors
Indiana
-$203K -15,000 Closed
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
-$164K -12,115 Closed
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
-$24K -1,849 Closed
PTC
132
Private Trust Company
Ohio
-$23.8K -1,757 Closed
US Bancorp
133
US Bancorp
Minnesota
-$11.1K -820 Closed
VWM
134
Venturi Wealth Management
Texas
-$5.14K -380 Closed
HWA
135
HHM Wealth Advisors
Tennessee
-$4.57K -338 Closed
NL
136
NVWM LLC
Pennsylvania
-$3.72K -275 Closed
IA
137
IFP Advisors
Florida
-$2.7K -200 Closed
PS
138
Principal Securities
Iowa
-$2.7K -200 Closed
GEA
139
Glen Eagle Advisors
New Jersey
-$1.81K -134 Closed
CA
140
Claris Advisors
Missouri
-$649 -48 Closed
ATS
141
Ashton Thomas Securities
New York
-$500 -37 Closed
G
142
Gainplan
Michigan
-$247 -15 Closed
BWP
143
Baldwin Wealth Partners
Massachusetts
-$54 -4 Closed
HFS
144
Hantz Financial Services
Michigan
+$12 +1 +6%
HBW
145
Hazlett, Burt & Watson
West Virginia
+$194 +16 New

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.