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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
851
Willow Creek Wealth Management
California
$2.38M -$5.26K -8 -0.2%
MFG
852
Merit Financial Group
Georgia
$2.37M +$271K +412 +13%
WPC
853
Wedmont Private Capital
Pennsylvania
$2.36M +$199K +310 +9%
EAM
854
Eventide Asset Management
Massachusetts
$2.35M +$779K +1,185 +50%
CYG
855
Clean Yield Group
Vermont
$2.34M – – –
GIA
856
Gladstone Institutional Advisory
Florida
$2.32M -$317K -483 -12%
PIMJS
857
PKO Investment Management Joint-Stock
Poland
$2.3M -$1.75M -2,656 -43%
BJL
858
Brighton Jones LLC
Washington
$2.3M -$72.3K -110 -3%
SVWAG
859
Sound View Wealth Advisors Group
Georgia
$2.27M +$149K +226 +7%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$2.25M – – –
FMWA
861
Forvis Mazars Wealth Advisors
Missouri
$2.25M – – –
KPWS
862
Kestra Private Wealth Services
Texas
$2.25M -$179K -273 -7%
GM
863
GeoWealth Management
Illinois
$2.24M +$400K +609 +22%
CA
864
Clearstead Advisors
Ohio
$2.24M +$692K +1,053 +45%
BCM
865
Bayesian Capital Management
New York
$2.23M +$2.23M +3,400 New
SFS
866
Stiles Financial Services
Minnesota
$2.22M -$11.8K -18 -0.5%
JCM
867
Jacobi Capital Management
Pennsylvania
$2.22M +$41.4K +63 +2%
EIP
868
Ellis Investment Partners
Pennsylvania
$2.19M +$17.1K +26 +0.8%
CC
869
Centiva Capital
New York
$2.17M +$1.93M +2,937 +807%
SF
870
Summit Financial
New Jersey
$2.17M +$1.34M +2,041 +163%
AO
871
Advisor OS
Illinois
$2.17M +$76.2K +116 +4%
PWM
872
Perigon Wealth Management
California
$2.16M +$355K +540 +20%
FCBT
873
First Citizens Bank & Trust
North Carolina
$2.16M +$152K +231 +8%
IAS
874
Insigneo Advisory Services
Florida
$2.16M +$469K +777 +28%
ST
875
Sabal Trust
Florida
$2.15M -$5.92K -9 -0.3%
33 34
35
36 37