We are live on ! Find out more
IEP icon

Icahn Enterprises

110 hedge funds and large institutions have $4.12B invested in Icahn Enterprises in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $9.88M

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $3.95B → $4.12B (+$176M)

3.27% less ownership

Funds ownership: 90.34%87.06% (-3.3%)

9% less funds holding

Funds holding: 121110 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
28
Closed
24
Calls
$14.8M
Puts
$9.88M
Net Calls
+$4.88M
Net Calls Change
+$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$4.08B
Morgan Stanley
2
Morgan Stanley
New York
$7.13M +$2.03M +211,025 +37%
First Trust Advisors
3
First Trust Advisors
Illinois
$6.56M +$619K +64,254 +10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.23M +$688K +71,469 +18%
LPL Financial
5
LPL Financial
California
$1.36M -$347K -36,052 -19%
Goldman Sachs
6
Goldman Sachs
New York
$1.26M -$560K -58,166 -29%
Raymond James Financial
7
Raymond James Financial
Florida
$1.15M +$147K +15,266 +14%
Group One Trading
8
Group One Trading
Illinois
$1.07M +$1.14M +118,131 New
UBS Group
9
UBS Group
Switzerland
$1.03M +$694K +72,075 +174%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$793K -$818 -85 -0.1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$732K -$3.42M -355,719 -81%
FPCP
12
Fort Point Capital Partners
California
$726K
Osaic Holdings
13
Osaic Holdings
Arizona
$603K +$335K +34,793 +110%
VF
14
Virtu Financial
New York
$491K -$428K -44,506 -45%
Bank of America
15
Bank of America
North Carolina
$482K -$204K -21,187 -28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$478K +$316K +32,772 +164%
GCP
17
GSA Capital Partners
United Kingdom
$477K +$507K +52,671 New
BI
18
Bramshill Investments
Florida
$473K +$549 +57 +0.1%
AWM
19
Axxcess Wealth Management
California
$467K
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$463K +$396K +41,111 +410%
MC
21
Moors & Cabot
Massachusetts
$448K +$10.8K +1,124 +2%
MOS
22
MGO One Seven
Ohio
$408K +$263K +27,277 +153%
WWM
23
Western Wealth Management
Colorado
$389K -$11.7K -1,213 -3%
Wells Fargo
24
Wells Fargo
California
$363K +$36.1K +3,750 +10%
Barclays
25
Barclays
United Kingdom
$341K +$187K +19,470 +107%

IEP Hedge Fund Activity: Q1 2025 in Review

110 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2025, worth a combined $4.12B — up 4.5% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IEP and 14 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 32 added.

The largest buyer was Morgan Stanley, adding an estimated $2.03M. The largest seller was Susquehanna International Group, cutting an estimated $3.42M.

  • 110 institutional investors held Icahn Enterprises (IEP) as of Q1 2025, down from 121 in Q4 2024.
  • Funds reported $4.12B of Icahn Enterprises stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 14 funds opened new Icahn Enterprises positions in Q1 2025 and 24 closed out, a net change of -10 holders.
  • The largest Icahn Enterprises buyer in Q1 2025 was Morgan Stanley, an estimated $2.03M added.
  • The largest Icahn Enterprises seller in Q1 2025 was Susquehanna International Group, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2025.