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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
PWS
801
Peloton Wealth Strategists
Indiana
$2.77M +$472K +738 +20%
BP
802
BNP Paribas
France
$2.76M -$63.3K -99 -2%
MCM
803
MV Capital Management
Maryland
$2.76M +$1.92K +3 +0.1%
DWM
804
Dynasty Wealth Management
Florida
$2.74M +$237K +371 +9%
VT
805
Vise Technologies
New York
$2.74M +$709K +1,109 +34%
CCA
806
Checchi Capital Advisers
California
$2.73M +$5.75K +9 +0.2%
CCM
807
Cohen Capital Management
California
$2.73M
IF
808
Ironwood Financial
Arizona
$2.73M
ONB
809
Old National Bancorp
Indiana
$2.72M +$4.47K +7 +0.2%
ECM
810
Evergreen Capital Management
Washington
$2.71M -$284K -445 -9%
WAC
811
William Allan Corp
Colorado
$2.71M +$82.4K +129 +3%
YIH
812
Y-Intercept (HK)
Hong Kong
$2.7M -$1.87M -2,923 -41%
FDS
813
Freedom Day Solutions
Texas
$2.69M +$61.3K +96 +2%
CCG
814
Cloverfields Capital Group
Minnesota
$2.69M -$24.9K -39 -0.9%
PIA
815
Petredis Investment Advisors
Pennsylvania
$2.68M -$45.4K -71 -2%
APWM
816
Argonautica Private Wealth Management
Massachusetts
$2.68M -$60.1K -94 -2%
CS
817
Cannell & Spears
New York
$2.67M +$153K +239 +6%
MMA
818
Miracle Mile Advisors
California
$2.66M +$199K +311 +8%
SM
819
STF Management
Texas
$2.66M +$127K +199 +5%
PCM
820
Palisade Capital Management
New Jersey
$2.66M -$267K -418 -9%
SSI
821
Scott & Selber Inc
Texas
$2.65M -$67.1K -105 -2%
CAM
822
Covenant Asset Management
New Jersey
$2.64M -$33.2K -52 -1%
EIM
823
Essex Investment Management
Massachusetts
$2.63M
SAM
824
Sompo Asset Management
Japan
$2.63M +$818K +1,280 +44%
AC
825
Avestar Capital
New York
$2.62M +$134K +210 +5%

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.