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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
WG
651
Watchman Group
Texas
$5.04M -$35.7K -56 -0.7%
AWM
652
AE Wealth Management
Kansas
$5.03M -$398K -623 -7%
EFM
653
E Fund Management
China
$5.02M +$720K +1,128 +16%
TFA
654
Transamerica Financial Advisors
Florida
$5.02M -$365K -572 -7%
CCM
655
Canal Capital Management
Virginia
$4.96M +$3.19K +5 +0.1%
RWM
656
Rench Wealth Management
Texas
$4.96M +$379K +594 +8%
GWCM
657
Godshalk Welsh Capital Management
Pennsylvania
$4.94M -$89.4K -140 -2%
MAM
658
Mirabaud Asset Management
United Kingdom
$4.87M
TMAM
659
Tokio Marine Asset Management
Japan
$4.87M +$187K +293 +4%
VU
660
Vanderbilt University
Tennessee
$4.84M -$915K -1,433 -16%
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$4.84M -$1.74M -2,724 -26%
VPI
662
Value Partners Investments
Manitoba, Canada
$4.83M +$2.25M +3,521 +114%
FFA
663
First Foundation Advisors
California
$4.83M +$148K +232 +3%
LRPA
664
L. Roy Papp & Associates
Arizona
$4.82M +$16K +25 +0.3%
CC
665
Centiva Capital
New York
$4.8M +$2.83M +4,436 +134%
SPC
666
Stony Point Capital
New York
$4.8M +$143K +224 +3%
SAM
667
Silvercrest Asset Management
New York
$4.8M -$130K -203 -3%
CCM
668
Coldstream Capital Management
Washington
$4.78M +$700K +1,097 +17%
Empower Advisory Group
669
Empower Advisory Group
Colorado
$4.78M -$483K -757 -9%
PCM
670
Parsons Capital Management
Rhode Island
$4.7M -$70.9K -111 -1%
LAI
671
Legal Advantage Investments
California
$4.69M
SF
672
Synovus Financial
Georgia
$4.65M +$147K +231 +3%
FT
673
Fiduciary Trust
Massachusetts
$4.65M -$6.38K -10 -0.1%
Jones Financial Companies
674
Jones Financial Companies
Missouri
$4.61M +$2.04M +3,198 +75%
PAS
675
Park Avenue Securities
New York
$4.6M -$2.46M -3,857 -34%

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.