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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
Charles Schwab
26
Charles Schwab
California
$1.11B +$45.2M +70,726 +4%
Viking Global Investors
27
Viking Global Investors
Connecticut
$1.08B +$913M +1,429,045 +493%
N
28
Nuveen
North Carolina
$1.06B -$165M -257,829 -13%
Ameriprise
29
Ameriprise
Minnesota
$1.01B -$23.1M -36,152 -2%
UE
30
Unisphere Establishment
Liechtenstein
$943M +$319M +500,000 +50%
Primecap Management
31
Primecap Management
California
$906M -$132M -206,161 -13%
Ninety One (UK)
32
Ninety One (UK)
United Kingdom
$905M -$25.3M -39,531 -3%
SGA
33
Sustainable Growth Advisers
Connecticut
$898M +$157M +245,372 +21%
Barclays
34
Barclays
United Kingdom
$886M +$71.2M +111,422 +9%
Principal Financial Group
35
Principal Financial Group
Iowa
$833M -$50.6M -79,163 -6%
Deutsche Bank
36
Deutsche Bank
Germany
$832M +$116M +182,161 +16%
LPC
37
Lone Pine Capital
Connecticut
$727M +$150M +235,401 +26%
Wells Fargo
38
Wells Fargo
California
$713M -$27.1M -42,456 -4%
Parnassus Investments
39
Parnassus Investments
California
$702M -$49M -76,691 -6%
ClearBridge Investments
40
ClearBridge Investments
New York
$696M +$87.1M +136,252 +14%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$685M +$74.1K +116 +12%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$674M +$288M +451,039 +73%
UBS Group
43
UBS Group
Switzerland
$665M +$17.3M +27,093 +3%
JIM
44
Jensen Investment Management
Oregon
$610M -$8.05M -12,601 -1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$610M -$877K -1,372 -0.1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$598M +$595M +931,652 +4,526%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$597M -$41.6M -65,096 -6%
Fayez Sarofim & Co
48
Fayez Sarofim & Co
Texas
$566M +$42.3M +66,151 +8%
LWCFA
49
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$565M -$3.18M -4,971 -0.5%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$565M -$28.4M -44,427 -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.