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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
BP
851
Ballentine Partners
Massachusetts
$2.31M -$78.6K -123 -3%
MFS
852
Mirabella Financial Services
United Kingdom
$2.3M -$171K -267 -7%
IPAM
853
ICICI Prudential Asset Management
India
$2.29M -$2.56K -4 -0.1%
AI
854
Advent International
Massachusetts
$2.29M
VWM
855
Venturi Wealth Management
Texas
$2.28M -$115K -180 -5%
WWM
856
WT Wealth Management
Arizona
$2.28M +$59.4K +93 +3%
CCM
857
Conway Capital Management
California
$2.27M -$38.3K -60 -2%
QI
858
Qtron Investments
Massachusetts
$2.26M
GIA
859
Gateway Investment Advisers
Ohio
$2.25M -$697K -1,091 -23%
WCWM
860
Willow Creek Wealth Management
California
$2.25M
JWCA
861
J.W. Cole Advisors
Florida
$2.25M +$224K +351 +11%
SF
862
Summit Financial
New Jersey
$2.25M +$639 +1 +0%
FRA
863
Frank Rimerman Advisors
California
$2.25M -$1.1M -1,722 -33%
GIM
864
Generali Investments Management
Slovenia
$2.24M +$2.28M +3,571 New
OF
865
Outfitter Financial
Maine
$2.24M -$31.9K -50 -1%
BJL
866
Brighton Jones LLC
Washington
$2.23M +$863K +1,350 +61%
SAM
867
Smartleaf Asset Management
Massachusetts
$2.23M +$337K +527 +18%
BFG
868
Berger Financial Group
Minnesota
$2.22M -$46K -72 -2%
SIA
869
Schechter Investment Advisors
Michigan
$2.21M -$73.5K -115 -3%
LCM
870
Landscape Capital Management
New Jersey
$2.21M -$1.94M -3,035 -46%
CA
871
Clearstead Advisors
Ohio
$2.21M +$39.6K +62 +2%
BAM
872
Blueshift Asset Management
New Jersey
$2.21M -$695K -1,088 -24%
CFO
873
Callan Family Office
Pennsylvania
$2.21M +$2.24M +3,511 New
KM
874
KP Management
Minnesota
$2.2M -$799K -1,250 -26%
PIMJS
875
PKO Investment Management Joint-Stock
Poland
$2.2M

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.