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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
SAM
751
Silphium Asset Management
United Kingdom
$3.43M +$534K +861 +20%
DCM
752
Davidson Capital Management
Texas
$3.41M +$585K +943 +22%
KWA
753
Kingswood Wealth Advisors
California
$3.4M +$87.5K +141 +3%
LRIC
754
Long Road Investment Counsel
Michigan
$3.4M
GS
755
GTS Securities
New York
$3.38M -$2.81M -4,532 -47%
WA
756
Waverly Advisors
Alabama
$3.38M +$2.87M +4,624 +888%
EAM
757
EFG Asset Management
Oregon
$3.38M -$558K -899 -15%
AP
758
Americana Partners
Texas
$3.37M +$216K +349 +7%
SI
759
Scharf Investments
California
$3.36M +$126K +203 +4%
SW
760
Simplicity Wealth
New Jersey
$3.32M -$127K -205 -4%
DCM
761
Decatur Capital Management
Georgia
$3.32M +$84.4K +136 +3%
EIM
762
Essex Investment Management
Massachusetts
$3.31M -$1.03M -1,655 -25%
IIM
763
INTECH Investment Management
Florida
$3.31M +$266K +429 +9%
HI
764
Horizon Investments
North Carolina
$3.3M +$817K +1,317 +36%
GCM
765
Glynn Capital Management
California
$3.29M
VFM
766
Viking Fund Management
North Dakota
$3.29M
HCMT
767
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$613K -989 -17%
HA
768
Herold Advisors
New York
$3.24M +$78.8K +127 +3%
ADL
769
Asset Dedication LLC
California
$3.23M -$175K -282 -5%
FPFS
770
First Personal Financial Services
North Carolina
$3.23M +$7.44K +12 +0.2%
CIA
771
Concurrent Investment Advisors
Florida
$3.23M -$516K -832 -14%
WI
772
WBI Investments
New Jersey
$3.23M +$1.79M +2,882 +142%
CIA
773
Cohen Investment Advisors
New Hampshire
$3.2M +$16.1K +26 +0.4%
HS
774
HighVista Strategies
Massachusetts
$3.2M +$1.18M +1,900 +64%
LT
775
Legacy Trust
Michigan
$3.19M

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.