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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
GAM
376
Generali Asset Management
Italy
$19.5M +$19.8M +30,978 New
SBWIC
377
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.5M +$55.6K +87 +0.3%
SWM
378
Segment Wealth Management
Texas
$19.4M +$103K +161 +0.5%
IGAM
379
iA Global Asset Management
Quebec, Canada
$19.4M +$1.07M +1,674 +6%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$875K +1,369 +5%
ACA
381
Aptus Capital Advisors
Alabama
$19.2M +$2.08M +3,257 +12%
CAM
382
Cresset Asset Management
Illinois
$19.1M -$25M -39,094 -56%
RBCM
383
Raub Brock Capital Management
California
$19M +$186K +291 +1%
CWM
384
Congress Wealth Management
Massachusetts
$19M +$373K +584 +2%
CRC
385
Curi RMB Capital
Illinois
$19M -$3.19M -4,995 -14%
NA
386
NewEdge Advisors
Louisiana
$18.8M +$1.14M +1,786 +6%
AHB
387
Abner Herrman & Brock
New Jersey
$18.8M +$398K +623 +2%
VPIM
388
Vanguard Personalized Indexing Management
California
$18.7M +$163K +255 +0.9%
Lido Advisors
389
Lido Advisors
California
$18.6M +$1.7M +2,662 +10%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$18.6M -$8.39M -13,125 -31%
GI
391
Gradient Investments
Minnesota
$18.3M +$1.89M +2,960 +11%
TW
392
Trajan Wealth
Arizona
$18M +$2.01M +3,139 +12%
UC
393
Unio Capital
New Jersey
$18M +$9.22M +14,436 +102%
Osaic Holdings
394
Osaic Holdings
Arizona
$17.8M +$9M +14,087 +47%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$17.3M -$173K -270 -1%
FC
396
Forte Capital
New York
$17.1M -$532K -833 -3%
WBC
397
Westpac Banking Corp
Australia
$17.1M -$1.28M -1,997 -7%
EI
398
Ethic Inc
New York
$17M +$2.27M +3,557 +15%
TCOV
399
Trust Company of Vermont
Vermont
$16.9M +$1.14M +1,787 +7%
AI
400
Atria Investments
North Carolina
$16.9M -$835K -1,306 -5%

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.