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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
ASC
426
Atalanta Sosnoff Capital
New York
$15.1M -$164K -257 -1%
HWM
427
HFR Wealth Management
New York
$14.7M -$60.1K -94 -0.4%
Jacobs Levy Equity Management
428
Jacobs Levy Equity Management
New Jersey
$14.7M -$214M -335,519 -94%
SW
429
SteelPeak Wealth
California
$14.6M -$1.57M -2,454 -10%
AC
430
Addenda Capital
Quebec, Canada
$14.6M +$4.34M +6,786 +41%
JWM
431
JGP Wealth Management
Oregon
$14.6M +$305K +477 +2%
AIM
432
ARK Investment Management
Florida
$14.4M -$270K -423 -2%
EARNEST Partners
433
EARNEST Partners
Georgia
$14.3M -$2.44M -3,824 -14%
RPI
434
Railway Pension Investments
United Kingdom
$14.3M -$895K -1,400 -6%
Impax Asset Management Group
435
Impax Asset Management Group
United Kingdom
$14.1M +$92K +144 +0.6%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$3.24M +5,074 +29%
HFS
437
Hantz Financial Services
Michigan
$13.9M +$1.31M +2,055 +10%
FHA
438
First Horizon Advisors
Tennessee
$13.8M +$58.1K +91 +0.4%
CPCPP
439
Canada Post Corporation Pension Plan
Canada
$13.7M +$13.9M +21,811 New
SCM
440
Sone Capital Management
New York
$13.7M +$13.9M +21,791 New
GIBU
441
Gulf International Bank (UK)
United Kingdom
$13.7M -$154K -241 -1%
IC
442
IEQ Capital
California
$13.5M -$50.5K -79 -0.4%
MSR
443
Main Street Research
Connecticut
$13.5M -$12.8M -19,965 -48%
CGH
444
Crossmark Global Holdings
Texas
$13.5M -$4.62M -7,231 -25%
CSP
445
Cary Street Partners
Virginia
$13.4M +$13.6M +21,311 New
WM
446
Whitford Management
New York
$13.3M +$10.1M +15,870 +302%
LCM
447
Liberty Capital Management
Michigan
$13.2M +$16K +25 +0.1%
BAMCO Inc
448
BAMCO Inc
New York
$13.1M -$128K -200 -1%
NAMM
449
NorthStar Asset Management (Massachusetts)
Massachusetts
$13M -$348K -545 -3%
GH
450
GAM Holding
Switzerland
$12.8M +$1.91M +2,985 +17%

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.