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1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
626
Gotham Asset Management
New York
$5.72M +$4.84M +7,796 +854%
SLI
627
Sumitomo Life Insurance
Japan
$5.72M +$543K +875 +11%
SWP
628
Stratos Wealth Partners
Ohio
$5.7M +$142K +229 +3%
TFA
629
Transamerica Financial Advisors
Florida
$5.69M
HCA
630
Harbour Capital Advisors
Virginia
$5.67M -$36K -58 -0.7%
FTDI
631
First Trust Direct Indexing
Massachusetts
$5.62M +$662K +1,068 +14%
PAG
632
Private Advisor Group
New Jersey
$5.58M +$798K +1,287 +18%
Empower Advisory Group
633
Empower Advisory Group
Colorado
$5.56M +$672K +1,083 +15%
IAA
634
Independent Advisor Alliance
North Carolina
$5.53M +$37.2K +60 +0.7%
CTC
635
Central Trust Company
Missouri
$5.51M -$89.3K -144 -2%
FFP
636
FourThought Financial Partners
Florida
$5.43M -$78.8K -127 -2%
SAM
637
Stansberry Asset Management
Texas
$5.41M +$919K +1,481 +22%
LIM
638
Letson Investment Management
Georgia
$5.4M +$51.5K +83 +1%
IB
639
Iyo Bank
Japan
$5.38M
WG
640
Watchman Group
Texas
$5.37M -$24.2K -39 -0.5%
SWM
641
Sendero Wealth Management
Texas
$5.34M -$346K -558 -6%
BIA
642
Beacon Investment Advisors
Maryland
$5.34M -$78.8K -127 -2%
GWCM
643
Godshalk Welsh Capital Management
Pennsylvania
$5.32M +$12.4K +20 +0.2%
PCH
644
Polar Capital Holdings
United Kingdom
$5.26M -$8.5M -13,703 -63%
CCM
645
Canal Capital Management
Virginia
$5.25M +$203K +328 +4%
CHC
646
City Holding Co
West Virginia
$5.21M -$18.6K -30 -0.4%
SAM
647
Silvercrest Asset Management
New York
$5.21M -$1.76M -2,839 -26%
AM
648
Account Management
Massachusetts
$5.19M -$236K -380 -5%
MAM
649
Mirabaud Asset Management
United Kingdom
$5.17M -$2.33M -3,749 -32%
TSS
650
Two Sigma Securities
New York
$5.13M +$4.54M +7,315 +1,469%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.