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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
KPWS
801
Kestra Private Wealth Services
Texas
$2.83M +$722K +1,131 +33%
CUAMC
802
China Universal Asset Management Company
China
$2.83M +$1.55M +2,435 +115%
RC
803
Roundview Capital
New Jersey
$2.82M +$84.9K +133 +3%
SWM
804
Spire Wealth Management
Virginia
$2.82M +$419K +656 +17%
GCC
805
Guardian Capital (Canada)
Ontario, Canada
$2.78M +$191K +300 +7%
TBC
806
Ted Buchan & Co
California
$2.77M -$3.94M -6,166 -58%
HA
807
Harfst & Associates
Wyoming
$2.76M -$29.4K -46 -1%
BP
808
BNP Paribas
France
$2.75M +$40.2K +63 +1%
WF
809
Welch & Forbes
Massachusetts
$2.74M -$92.6K -145 -3%
MCM
810
MV Capital Management
Maryland
$2.72M -$10.2K -16 -0.4%
APWM
811
Argonautica Private Wealth Management
Massachusetts
$2.71M +$2.55K +4 +0.1%
PIA
812
Petredis Investment Advisors
Pennsylvania
$2.7M +$5.75K +9 +0.2%
CCA
813
Checchi Capital Advisers
California
$2.7M +$126K +198 +5%
CCM
814
Cohen Capital Management
California
$2.7M
IF
815
Ironwood Financial
Arizona
$2.69M -$48.5K -76 -2%
FC
816
FORA Capital
Florida
$2.68M +$2.76M +4,323 New
ONB
817
Old National Bancorp
Indiana
$2.68M -$37.7K -59 -1%
SSI
818
Scott & Selber Inc
Texas
$2.68M -$12.1K -19 -0.4%
CCG
819
Cloverfields Capital Group
Minnesota
$2.68M -$231K -362 -8%
BG
820
BDF Gestion
France
$2.65M
CPBTD
821
Central Pacific Bank - Trust Division
Hawaii
$2.64M -$808K -1,266 -23%
CAM
822
Covenant Asset Management
New Jersey
$2.64M +$23K +36 +0.9%
SVWAG
823
Sound View Wealth Advisors Group
Georgia
$2.62M +$484K +759 +22%
CAM
824
ClariVest Asset Management
California
$2.62M
GCAC
825
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.62M -$246K -385 -8%

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.