We are live on ! Find out more
IEP icon

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
IC
1
Icahn Carl
Florida
$3.91B +$213M +17,581,237 +4%
First Trust Advisors
2
First Trust Advisors
Illinois
$5.72M +$1.66M +137,012 +26%
Morgan Stanley
3
Morgan Stanley
New York
$4.99M +$2.63M +217,303 +61%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.79M +$5.28M +436,565 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.43M -$156K -12,891 -3%
Jane Street
6
Jane Street
New York
$2.39M +$2.95M +244,004 +766%
Goldman Sachs
7
Goldman Sachs
New York
$1.71M +$573K +47,382 +32%
LPL Financial
8
LPL Financial
California
$1.61M -$63.3K -5,228 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$969K +$1.35M +111,709 New
VF
10
Virtu Financial
New York
$856K +$1.19M +98,682 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$760K -$12.5K -1,033 -1%
FPCP
12
Fort Point Capital Partners
California
$694K
IMC Chicago
13
IMC Chicago
Illinois
$672K +$408K +33,735 +77%
Bank of America
14
Bank of America
North Carolina
$645K -$356K -29,442 -28%
BI
15
Bramshill Investments
Florida
$453K -$30.8K -2,548 -5%
AWM
16
Axxcess Wealth Management
California
$447K +$624K +51,537 New
MC
17
Moors & Cabot
Massachusetts
$419K +$44.1K +3,642 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$392K -$332K -27,430 -38%
WWM
19
Western Wealth Management
Colorado
$383K +$19.7K +1,625 +4%
UBS Group
20
UBS Group
Switzerland
$359K +$257K +21,264 +106%
MFG
21
Merit Financial Group
Georgia
$343K +$479K +39,585 New
KAS
22
Kestra Advisory Services
Texas
$336K +$469K +38,720 New
Wells Fargo
23
Wells Fargo
California
$315K -$105K -8,704 -19%
KCFA
24
Key Client Fiduciary Advisors
New Jersey
$314K -$41.6K -3,440 -9%
ASN
25
Advisory Services Network
Georgia
$288K -$303K -25,057 -43%

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.