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Intuit

1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
926
Signature Wealth Management Group
Georgia
$1.85M +$41.6K +67 +2%
PP
927
Pegasus Partners
Wisconsin
$1.84M -$976K -1,573 -36%
EHWM
928
Eads & Heald Wealth Management
Georgia
$1.84M -$91.2K -147 -5%
QCG
929
Quadrant Capital Group
Ohio
$1.83M +$39.7K +64 +2%
CP
930
Cumberland Partners
Ontario, Canada
$1.81M +$580K +935 +52%
NW
931
Naviter Wealth
Arkansas
$1.79M +$138K +223 +9%
MG
932
Markel Group
Virginia
$1.79M
RGC
933
Roberts, Glore & Co
Illinois
$1.78M -$39.1K -63 -2%
FIM
934
Freedom Investment Management
Connecticut
$1.78M +$132K +213 +9%
AF
935
Allworth Financial
California
$1.78M -$110K -178 -6%
MWM
936
Modera Wealth Management
New Jersey
$1.75M -$32.3K -52 -2%
APG
937
Abacus Planning Group
South Carolina
$1.75M +$6.82K +11 +0.4%
EWM
938
Elmwood Wealth Management
California
$1.73M -$62K -100 -4%
IIC
939
Ironwood Investment Counsel
Arizona
$1.72M -$40.9K -66 -2%
AP
940
Adero Partners
California
$1.7M -$336K -542 -17%
BRWA
941
B. Riley Wealth Advisors
Florida
$1.69M -$32.9K -53 -2%
CGL
942
Clarius Group LLC
Washington
$1.69M -$63.9K -103 -4%
GLA
943
Great Lakes Advisors
Illinois
$1.69M +$60.2K +97 +4%
IC
944
Iconiq Capital
California
$1.69M +$113K +182 +8%
IWA
945
Icon Wealth Advisors
Texas
$1.69M +$764K +1,231 +89%
IWC
946
Integrated Wealth Concepts
Massachusetts
$1.68M -$133K -214 -8%
SP
947
Stablepoint Partners
Massachusetts
$1.67M -$526K -848 -24%
FWA
948
FSM Wealth Advisors
Ohio
$1.65M -$4.96K -8 -0.3%
HH
949
Hilltop Holdings
Texas
$1.65M +$42.8K +69 +3%
KTM
950
Keeler Thomas Management
Utah
$1.65M -$18K -29 -1%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.