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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$21.6M +$837K +1,312 +4%
TC
352
Tairen Capital
Hong Kong
$21.4M +$18.5M +29,000 +483%
FMI
353
F/M Investments
District of Columbia
$21.4M -$86.2K -135 -0.4%
TF
354
Talbot Financial
Washington
$20.8M +$49.8K +78 +0.2%
RJFSA
355
Raymond James Financial Services Advisors
Florida
$20.6M +$1.44M +2,263 +7%
HF
356
HRT Financial
New York
$20.5M +$21.1M +33,018 New
BCI
357
Brinker Capital Investments
Pennsylvania
$20.2M -$1.15M -1,795 -5%
OPS
358
Orion Portfolio Solutions
Nebraska
$20.2M -$1.15M -1,795 -5%
GXJ
359
Global X Japan
Japan
$20M +$3.48M +5,457 +20%
CL
360
CIM LLC
New York
$19.9M -$1.28K -2 -0%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$19.8M +$2.8M +4,392 +16%
BIM
362
Bridges Investment Management
Nebraska
$19.8M -$102K -160 -0.5%
SMFG
363
Sumitomo Mitsui Financial Group
Japan
$19.7M +$2.27M +3,558 +13%
SCTC
364
Sanibel Captiva Trust Company
Florida
$19.7M -$1M -1,568 -5%
MML Investors Services
365
MML Investors Services
Massachusetts
$19.7M -$1.31M -2,057 -6%
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$19.5M +$154K +242 +0.8%
SBWIC
367
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.2M +$152K +238 +0.8%
SWM
368
Segment Wealth Management
Texas
$19.1M +$86.2K +135 +0.4%
LWM
369
Lyell Wealth Management
California
$19.1M +$30.6K +48 +0.2%
Osaic Holdings
370
Osaic Holdings
Arizona
$18.6M -$1.05M -1,646 -5%
RBCM
371
Raub Brock Capital Management
California
$18.6M -$584K -915 -3%
Los Angeles Capital Management
372
Los Angeles Capital Management
California
$18.4M -$6.16M -9,653 -25%
CWM
373
Congress Wealth Management
Massachusetts
$18.4M +$421K +659 +2%
VPIM
374
Vanguard Personalized Indexing Management
California
$18.4M +$3.61M +5,663 +24%
Wealth Enhancement Advisory Services
375
Wealth Enhancement Advisory Services
Minnesota
$18.2M +$1.14M +1,779 +6%

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.