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2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
301
M&G plc
United Kingdom
$29M +$2.39M +3,733 +9%
UCFA
302
United Capital Financial Advisors
Texas
$28.8M -$1.32M -2,069 -4%
TCM
303
Tran Capital Management
California
$28.7M -$1.65M -2,585 -5%
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$28.5M +$4.42M +6,922 +18%
BGA
305
Battery Global Advisors
Massachusetts
$28.5M -$2.04M -3,200 -7%
URS
306
Utah Retirement Systems
Utah
$28.5M +$63.9K +100 +0.2%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$28M +$220K +345 +0.8%
TA
308
Trivest Advisors
Hong Kong
$27.7M +$25.6M +40,000 +1,000%
CSIC
309
Clifford Swan Investment Counsel
California
$27.6M -$385K -602 -1%
UB
310
UMB Bank
Missouri
$27.5M -$13.3M -20,846 -32%
SCM
311
Shelton Capital Management
Colorado
$27.4M +$778K +1,218 +3%
Federated Hermes
312
Federated Hermes
Pennsylvania
$27.2M -$27.2M -42,516 -50%
BIAS
313
Beacon Investment Advisory Services
New Jersey
$27.2M +$1.02M +1,602 +4%
TAM
314
Troy Asset Management
United Kingdom
$27.1M -$378K -592 -1%
OCM
315
Osterweis Capital Management
California
$27M +$121K +189 +0.4%
NIMI
316
Natixis Investment Managers International
France
$27M -$4M -6,258 -13%
NMIFOAC
317
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$27M
AAF
318
Andra AP-fonden
Sweden
$26.8M +$2.81M +4,400 +12%
AIM
319
Achmea Investment Management
Netherlands
$26.7M -$134K -209 -0.5%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$26.7M -$1.08M -1,696 -4%
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$26.5M +$1.28M +1,997 +5%
VMPIC
322
Varma Mutual Pension Insurance Co
Finland
$26.4M -$2.24M -3,500 -8%
DIA
323
Davidson Investment Advisors
Montana
$26.4M +$353K +553 +1%
NYLIM
324
New York Life Investment Management
New York
$26.2M +$41.5K +65 +0.2%
LA
325
LBP AM
France
$26.1M +$268K +419 +1%

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.