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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
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$145K +227 +1%
ACIM
477
Azimuth Capital Investment Management
Michigan
$10.5M -$6.38K -10 -0.1%
PFPT
478
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M +$267K +419 +3%
AC
479
Addenda Capital
Quebec, Canada
$10.2M +$30.6K +48 +0.3%
BWP
480
Barlow Wealth Partners
Kentucky
$10.1M +$191K +300 +2%
AIM
481
Arcadia Investment Management
Michigan
$10.1M -$997K -1,562 -9%
AA
482
Apriem Advisors
California
$10M -$205K -321 -2%
IG
483
Ithaka Group
Virginia
$9.98M -$349K -546 -3%
HL
484
HeadInvest LLC
Maine
$9.96M -$292K -458 -3%
DC
485
Davenport & Co
Virginia
$9.95M -$1.03M -1,609 -9%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$9.92M -$16K -25 -0.2%
M
487
MOTCO
Texas
$9.87M -$718K -1,125 -7%
MSRPS
488
Maryland State Retirement & Pension System
Maryland
$9.78M -$3.58M -5,601 -26%
GT
489
Glenmede Trust
Pennsylvania
$9.72M +$230K +361 +2%
ORI
490
Oak Ridge Investments
Illinois
$9.66M +$650K +1,019 +7%
MA
491
Montag & Associates
Georgia
$9.61M -$2.81M -4,405 -22%
SAM
492
Securian Asset Management
Minnesota
$9.59M -$408K -639 -4%
TAM
493
Tocqueville Asset Management
New York
$9.54M -$479K -750 -5%
MGP
494
Metis Global Partners
California
$9.53M +$173K +271 +2%
SPIA
495
Steward Partners Investment Advisory
New York
$9.53M +$2.6M +4,075 +36%
FLII
496
First Long Island Investors
New York
$9.5M -$2.17M -3,396 -18%
AMI
497
Amica Mutual Insurance
Rhode Island
$9.45M
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.42M +$4M +6,260 +70%
P
499
Pitcairn
Pennsylvania
$9.41M -$1.28M -2,005 -12%
CIBC World Market
500
CIBC World Market
Ontario, Canada
$9.38M +$613K +960 +7%

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.