We are live on ! Find out more

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
SFS
901
Stiles Financial Services
Minnesota
$2.05M -$50.4K -79 -2%
JF
902
Jump Financial
Illinois
$2.04M -$9.32M -14,606 -82%
GAG
903
GM Advisory Group
New York
$2.04M +$3.19K +5 +0.2%
HCA
904
Harbor Capital Advisors
Illinois
$2.04M +$6.38K +10 +0.3%
MAM
905
Meeder Asset Management
Ohio
$2.03M +$25.5K +40 +1%
GIA
906
Gladstone Institutional Advisory
Florida
$2.02M -$179K -280 -8%
VT
907
Vise Technologies
New York
$2.02M +$841K +1,318 +68%
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.01M -$319K -500 -13%
JWCA
909
J.W. Cole Advisors
Florida
$2.01M +$873K +1,367 +73%
GM
910
GeoWealth Management
Illinois
$1.99M -$128K -201 -6%
AO
911
Advisor OS
Illinois
$1.98M -$70.2K -110 -3%
FGC
912
Financial Gravity Companies
Texas
$1.98M +$2.03M +3,183 New
TAM
913
Trust Asset Management
Texas
$1.97M
RCM
914
RB Capital Management
Nevada
$1.97M +$11.5K +18 +0.6%
NCM
915
Novare Capital Management
North Carolina
$1.96M -$64.5K -101 -3%
RA
916
RFG Advisory
Alabama
$1.96M +$144K +225 +8%
FPCG
917
Fort Pitt Capital Group
Pennsylvania
$1.92M +$477K +747 +32%
JSA
918
Jacobson & Schmitt Advisors
Wisconsin
$1.92M -$49.1K -77 -2%
BTW
919
Boston Trust Walden
Massachusetts
$1.92M
NWAG
920
Net Worth Advisory Group
Utah
$1.92M +$1.97M +3,086 New
ATC
921
Argent Trust Co
Tennessee
$1.91M +$14.7K +23 +0.8%
RW
922
REDW Wealth
New Mexico
$1.91M
FCBT
923
First Citizens Bank & Trust
North Carolina
$1.91M -$135K -212 -6%
IAS
924
Insigneo Advisory Services
Florida
$1.9M -$334K -523 -15%
CAM
925
Close Asset Management
United Kingdom
$1.89M +$61.9K +97 +3%

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.