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2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
726
Weil Company
California
$3.71M +$95.2K +149 +3%
CTC
727
Central Trust Company
Missouri
$3.7M -$328K -513 -8%
DWM
728
Diversify Wealth Management
Utah
$3.7M +$1.92M +3,001 +102%
CIA
729
Cohen Investment Advisors
New Hampshire
$3.69M +$50.5K +79 +1%
OIA
730
OneDigital Investment Advisors
Kansas
$3.69M -$891K -1,394 -19%
AP
731
Americana Partners
Texas
$3.67M +$213K +334 +6%
RC
732
Roundview Capital
New Jersey
$3.66M +$817K +1,278 +28%
ATPW
733
Ashton Thomas Private Wealth
Arizona
$3.62M -$85K -133 -2%
SCI
734
S&CO Inc
Massachusetts
$3.61M
CIC
735
Chilton Investment Company
Connecticut
$3.59M +$63.3K +99 +2%
GI
736
GAMCO Investors
Connecticut
$3.57M -$60.7K -95 -2%
MCM
737
Mitchell Capital Management
Kansas
$3.55M -$185K -289 -5%
FFA
738
Farther Finance Advisors
California
$3.55M +$178K +278 +5%
RWA
739
Roberts Wealth Advisors
California
$3.54M -$15.3K -24 -0.4%
MCA
740
Martin Capital Advisors
Texas
$3.53M +$79.9K +125 +2%
S
741
SignatureFD
Georgia
$3.52M -$212K -332 -6%
CHC
742
City Holding Co
West Virginia
$3.5M -$905K -1,417 -20%
SI
743
Scharf Investments
California
$3.5M +$208K +326 +6%
RW
744
RVW Wealth
California
$3.49M +$639 +1 +0%
MYAM
745
Meiji Yasuda Asset Management
Japan
$3.46M -$180K -282 -5%
ET
746
Equitable Trust
Tennessee
$3.45M -$80.5K -126 -2%
FBT
747
First Bank & Trust
South Dakota
$3.44M +$52.4K +82 +2%
TFS
748
Thoroughbred Financial Services
Tennessee
$3.44M -$78.6K -123 -2%
Parallax Volatility Advisers
749
Parallax Volatility Advisers
California
$3.4M -$1.89M -2,952 -35%
Artisan Partners
750
Artisan Partners
Wisconsin
$3.39M -$575M -900,040 -99%

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.