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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
LSA
626
L & S Advisors
California
$5.67M -$3.22M -5,049 -36%
BFM
627
Boston Financial Management
Massachusetts
$5.59M -$123K -193 -2%
SWP
628
Stratos Wealth Partners
Ohio
$5.58M +$195K +305 +4%
NMIMC
629
Northwestern Mutual Investment Management Company
Wisconsin
$5.5M -$33.2K -52 -0.6%
SLI
630
Sumitomo Life Insurance
Japan
$5.49M +$87.4K +137 +2%
SAM
631
Stansberry Asset Management
Texas
$5.46M +$359K +562 +7%
AFA
632
Abacus FCF Advisors
Florida
$5.44M +$1.47M +2,306 +36%
HCA
633
Harbour Capital Advisors
Virginia
$5.43M +$12.8K +20 +0.2%
MAM
634
Madison Asset Management
Wisconsin
$5.41M -$224K -351 -4%
LI
635
LMCG Investments
Massachusetts
$5.34M -$4.19M -6,560 -43%
ECM
636
Everence Capital Management
Indiana
$5.31M -$606K -950 -10%
IAA
637
Independent Advisor Alliance
North Carolina
$5.3M +$74.7K +117 +1%
DA
638
Denali Advisors
California
$5.27M +$5.42M +8,492 New
PAG
639
Private Advisor Group
New Jersey
$5.23M -$44.7K -70 -0.8%
QIM
640
Quest Investment Management
Oregon
$5.22M +$3.38M +5,297 +171%
Parallax Volatility Advisers
641
Parallax Volatility Advisers
California
$5.2M +$5.34M +8,367 New
SWM
642
Sendero Wealth Management
Texas
$5.19M +$142K +223 +3%
TPCW
643
TD Private Client Wealth
New York
$5.16M -$423K -663 -7%
AAMU
644
APG Asset Management US
New York
$5.16M -$50.4M -78,961 -90%
FFP
645
FourThought Financial Partners
Florida
$5.15M +$22.3K +35 +0.4%
KRSITF
646
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.14M -$481K -753 -8%
LIM
647
Letson Investment Management
Georgia
$5.13M +$24.9K +39 +0.5%
SFI
648
Siemens Fonds Invest
Germany
$5.12M +$235K +368 +3%
IB
649
Iyo Bank
Japan
$5.08M
BIA
650
Beacon Investment Advisors
Maryland
$5.08M +$33.8K +53 +0.7%

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.