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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
OF
876
Outfitter Financial
Maine
$2.24M -$123K -193 -5%
OAM
877
Ostrum Asset Management
France
$2.24M -$251K -394 -10%
BFG
878
Berger Financial Group
Minnesota
$2.23M -$133K -208 -5%
DAS
879
Diversify Advisory Services
Utah
$2.23M -$388K -608 -14%
QI
880
Qtron Investments
Massachusetts
$2.23M +$253K +397 +12%
WCWM
881
Willow Creek Wealth Management
California
$2.23M -$25.5K -40 -1%
SF
882
Summit Financial
New Jersey
$2.22M +$179K +281 +9%
PIMJS
883
PKO Investment Management Joint-Stock
Poland
$2.17M
RSWM
884
Robertson Stephens Wealth Management
California
$2.17M +$728K +1,141 +49%
WWM
885
WT Wealth Management
Arizona
$2.17M +$179K +281 +9%
CYG
886
Clean Yield Group
Vermont
$2.15M -$62.6K -98 -3%
AM
887
Account Management
Massachusetts
$2.15M -$2.83M -4,434 -56%
PAS
888
Point72 Asia (Singapore)
Singapore
$2.15M +$2.21M +3,456 New
CA
889
Clearstead Advisors
Ohio
$2.14M +$28.7K +45 +1%
SGI
890
Summit Global Investments
Utah
$2.14M +$358K +561 +19%
SYBT
891
Stock Yards Bank & Trust
Kentucky
$2.13M
FMWA
892
Forvis Mazars Wealth Advisors
Missouri
$2.12M -$2.55K -4 -0.1%
LOAMU
893
Lombard Odier Asset Management (USA)
New York
$2.12M +$2.18M +3,414 New
JCM
894
Jacobi Capital Management
Pennsylvania
$2.11M +$21.7K +34 +1%
OTL
895
Oak Thistle LLC
New York
$2.1M +$2.16M +3,379 New
RWP
896
RWA Wealth Partners
Massachusetts
$2.09M +$307K +481 +17%
EIP
897
Ellis Investment Partners
Pennsylvania
$2.07M
OLVIG
898
Oliver Lagore Vanvalin Investment Group
Michigan
$2.07M +$133K +208 +7%
CTA
899
Chesley Taft & Associates
Illinois
$2.06M -$2.36M -3,705 -53%
ST
900
Sabal Trust
Florida
$2.05M +$21.7K +34 +1%

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.