We are live on ! Find out more

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
BCM
751
Brasada Capital Management
Texas
$3.38M +$167K +261 +5%
DCM
752
Davidson Capital Management
Texas
$3.38M +$145K +227 +4%
VCM
753
Voleon Capital Management
California
$3.38M +$3.43M +5,371 New
SWM
754
Spire Wealth Management
Virginia
$3.35M +$508K +795 +18%
GIC
755
Generali Investments CEE
Czech Republic
$3.33M +$3.39M +5,300 New
SAM
756
S.A. Mason
Michigan
$3.32M -$67.1K -105 -2%
CAAS
757
Capital Asset Advisory Services
Michigan
$3.32M +$161K +252 +5%
OHIS
758
Oak Harvest Investment Services
Texas
$3.27M +$3.32M +5,199 New
BIA
759
Baer Investment Advisory
California
$3.26M +$3.09M +4,843 New
VI
760
Vestcor Inc
New Brunswick, Canada
$3.25M -$136K -213 -4%
LRIC
761
Long Road Investment Counsel
Michigan
$3.25M
OIAM
762
OFI Invest Asset Management
France
$3.22M +$3.39M +5,301 New
BBHC
763
Brown Brothers Harriman & Co
New York
$3.22M +$76.7K +120 +2%
OCAM
764
Onex Canada Asset Management
Ontario, Canada
$3.17M -$466K -730 -13%
CWM
765
Compass Wealth Management
Connecticut
$3.16M -$123K -193 -4%
LSAG
766
Lake Street Advisors Group
New Hampshire
$3.16M +$138K +216 +4%
CIA
767
Concurrent Investment Advisors
Florida
$3.16M -$142K -222 -4%
VFM
768
Viking Fund Management
North Dakota
$3.14M
PPA
769
Pacific Point Advisors
California
$3.14M +$3.39M +5,310 New
DCM
770
Decatur Capital Management
Georgia
$3.13M -$47.3K -74 -1%
SC
771
Scotia Capital
Ontario, Canada
$3.12M +$164K +256 +5%
KC
772
Katamaran Capital
United Kingdom
$3.12M +$3.17M +4,963 New
FCM
773
Fairbanks Capital Management
California
$3.09M -$288K -450 -8%
ECM
774
Eisler Capital Management
United Kingdom
$3.07M +$3.15M +4,927 New
PF
775
Phoenix Financial
Israel
$3.05M -$3.34M -5,227 -52%

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.