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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
MYAM
726
Meiji Yasuda Asset Management
Japan
$3.76M +$335K +540 +10%
TFS
727
Thoroughbred Financial Services
Tennessee
$3.75M +$467K +753 +15%
FCM
728
Fairbanks Capital Management
California
$3.71M
RWA
729
Roberts Wealth Advisors
California
$3.7M +$24.2K +39 +0.7%
PDL
730
Portfolio Design Labs
California
$3.68M +$342K +552 +11%
ZB
731
Zions Bancorporation
Utah
$3.67M +$249K +402 +8%
EWA
732
EP Wealth Advisors
California
$3.66M -$185K -298 -5%
RW
733
RVW Wealth
California
$3.65M
HWM
734
HB Wealth Management
Georgia
$3.65M +$819K +1,321 +31%
CPBTD
735
Central Pacific Bank - Trust Division
Hawaii
$3.63M +$309K +498 +10%
AWS
736
Atria Wealth Solutions
New York
$3.63M -$983K -1,585 -22%
MCA
737
Martin Capital Advisors
Texas
$3.62M -$41.6K -67 -1%
FBT
738
First Bank & Trust
South Dakota
$3.59M -$58.9K -95 -2%
ET
739
Equitable Trust
Tennessee
$3.58M +$198K +320 +6%
SCA
740
Stokes Capital Advisors
South Carolina
$3.58M +$3.38M +5,444 New
CWP
741
Cyndeo Wealth Partners
Florida
$3.57M +$620 +1 +0%
P
742
&Partners
Tennessee
$3.56M +$2.01M +3,241 +148%
VI
743
Vestcor Inc
New Brunswick, Canada
$3.54M
SAM
744
S.A. Mason
Michigan
$3.53M -$8.68K -14 -0.3%
FFA
745
Farther Finance Advisors
California
$3.52M +$1.59M +2,565 +90%
OIAM
746
OFI Invest Asset Management
France
$3.52M +$3.5M +5,635 +5,367%
CCMG
747
Clark Capital Management Group
Pennsylvania
$3.52M +$674K +1,087 +25%
BSW
748
Buckingham Strategic Wealth
Missouri
$3.51M -$69.5K -112 -2%
CWM
749
Compass Wealth Management
Connecticut
$3.46M
WM
750
Whitford Management
New York
$3.45M +$1.12M +1,806 +52%

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.