Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ICAHN ENTERPRISES LP (IEP)

118 + Investors. Track Smart Money conviction in IEP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — IEP

Based on 120 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
120 funds currently hold this stock — 77% of the 3.0-year high of 155 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IEP is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

66 buying55 selling
Last quarter: 66 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new IEP position: 12 → 18 → 19 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
60 out of 120 hedge funds have held IEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

25 → 12 → 18 → 19 → 26 new funds/Q
New funds entering each quarter: 12 → 18 → 19 → 26. A growing number of institutions are discovering IEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Of 125 current holders: 73 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
20 of 120 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IEP

In 2025 Q4, 66 hedge funds were net buyers of IEP (26 opened a new position, 40 added to an existing one), while 55 reduced or exited (33 trimmed, 22 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 120.

Hedge Fund Ownership: IEP

How many hedge funds hold IEP — quarterly history vs. share price
Quarterly hedge fund ownership of IEP vs. share price

Market Analysis: IEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IEP
2026 Q1 Stats Unlock in 4 days 118 + Investors

Track Smart Money conviction in IEP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 118 114 3.51%
13F Shares 563M 527M 6.77%
Total Value $4.25B $4.43B -4.05%
New Positions 25 15 +10
Increased Positions 48 62 -14
Closed Positions 22 16 +6
Reduced Positions 36 37 -1
Total Calls 2 3 -33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 2.5 2.0 Bearish

Statistics: IEP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

118 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of IEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ICAHN CARL C 48.49% 549,400,539 $4.15B
2 Soviero Asset Management, LP 1.70% 450,000 $3.4M
3 Solutions 4 Wealth, Ltd 0.32% 28,244 $213K
4 Accuvest Global Advisors 0.18% 26,208 $198K
5 Arrow Investment Advisors, LLC 0.17% 21,195 $160K
6 CAZ INVESTMENTS LP 0.11% 12,717 $96K
7 Corps Capital Advisors, LLC 0.11% 16,454 $124K
8 VIRTUS ADVISERS, LLC 0.08% 21,400 $162K
9 HBK INVESTMENTS L P 0.06% 844,500 $6.4M
10 BLUEFIN CAPITAL MANAGEMENT, LLC 0.06% 34,000 $257K
11 Key Client Fiduciary Advisors, LLC 0.05% 18,537 $140K
12 Hilton Head Capital Partners, LLC 0.04% 10,563 $80K
13 Jump Financial, LLC 0.04% 389,771 $2.9M
14 PSI Advisors, LLC 0.03% 18,356 $139K
15 Stablepoint Partners, LLC 0.03% 27,032 $204K
16 United Advisor Group, LLC 0.03% 30,862 $233K
17 GSA CAPITAL PARTNERS LLP 0.03% 54,847 —
18 Triumph Capital Management 0.02% 14,535 $117K
19 MPWM ADVISORY SOLUTIONS, LLC 0.02% 4,557 $34K
20 Beacon Harbor Wealth Advisors, Inc. 0.02% 11,350 $86K
21 Claro Advisors Inc. 0.02% 19,280 $146K
22 Koshinski Asset Management, Inc. 0.02% 34,000 $257K
23 Moors & Cabot, Inc. 0.02% 47,069 $355K
24 AZZAD ASSET MANAGEMENT INC /ADV 0.01% 18,500 $140K
25 EagleClaw Capital Managment, LLC 0.01% 13,065 $99K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ICAHN ENTERPRISES LP (IEP)

What does the Smart Money Trend signal show for IEP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IEP?

Slight buying edge — 55% buying: Last quarter: 66 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IEP holders?

Smaller funds dominant — 2% AUM from top-100: 20 of 120 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IEP?

50% of holders stayed for 2+ years: 60 out of 120 hedge funds have held IEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.