We are live on ! Find out more

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
BFPW
676
BOK Financial Private Wealth
Colorado
$4.58M -$236K -369 -5%
HCM
677
Howard Capital Management
Georgia
$4.58M +$4.71M +7,380 New
FHB
678
First Hawaiian Bank
Hawaii
$4.53M +$237K +372 +5%
OIA
679
OneDigital Investment Advisors
Kansas
$4.51M -$184K -288 -4%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$4.49M -$199K -311 -4%
YIH
681
Y-Intercept (HK)
Hong Kong
$4.48M +$4.6M +7,213 New
EPW
682
Evergreen Private Wealth
Colorado
$4.46M +$70.2K +110 +2%
VSQM
683
V-Square Quantitative Management
Illinois
$4.45M +$264K +413 +6%
CCG
684
Cypress Capital Group
Florida
$4.43M -$154K -242 -3%
CG
685
Caprock Group
Idaho
$4.39M +$12.1K +19 +0.3%
RAM
686
Redmond Asset Management
Virginia
$4.39M -$187K -293 -4%
CHC
687
City Holding Co
West Virginia
$4.34M -$601K -941 -12%
LTAS
688
Linden Thomas Advisory Services
North Carolina
$4.31M +$248K +388 +6%
LCM
689
Logan Capital Management
Pennsylvania
$4.29M -$33.8K -53 -0.8%
HWAM
690
Hennion & Walsh Asset Management
New Jersey
$4.28M +$176K +276 +4%
PS
691
Principal Securities
Iowa
$4.28M +$387K +606 +10%
SC
692
Scholtz & Company
Connecticut
$4.27M -$19.1K -30 -0.4%
HI
693
Horizon Investments
North Carolina
$4.24M +$1.15M +1,809 +36%
SAM
694
Silphium Asset Management
United Kingdom
$4.21M +$993K +1,555 +30%
LOIM
695
Liberty One Investment Management
Illinois
$4.18M +$201K +315 +5%
LAM
696
LECAP Asset Management
United Kingdom
$4.14M +$4.26M +6,673 New
EW
697
Evoke Wealth
California
$4.12M +$4.24M +6,637 New
CWP
698
Cyndeo Wealth Partners
Florida
$4.11M +$758K +1,188 +22%
DPL
699
Danica Pension Livsforsikrings
$4.1M +$121K +190 +3%
FCM
700
Fourpath Capital Management
Oklahoma
$4.09M +$3.97M +6,223 +1,748%

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.