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Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
926
Freedom Investment Management
Connecticut
$1.78M +$140K +213 +9%
AF
927
Allworth Financial
California
$1.78M -$113K -178 -6%
MWM
928
Modera Wealth Management
New Jersey
$1.75M -$34.2K -52 -2%
APG
929
Abacus Planning Group
South Carolina
$1.75M +$7.23K +11 +0.4%
EWM
930
Elmwood Wealth Management
California
$1.73M -$65.7K -100 -4%
IIC
931
Ironwood Investment Counsel
Arizona
$1.72M -$43.4K -66 -2%
AP
932
Adero Partners
California
$1.7M -$356K -542 -17%
BRWA
933
B. Riley Wealth Advisors
Florida
$1.69M -$34.8K -53 -2%
CGL
934
Clarius Group LLC
Washington
$1.69M -$67.7K -103 -4%
GLA
935
Great Lakes Advisors
Illinois
$1.69M +$63.8K +97 +4%
IC
936
Iconiq Capital
California
$1.69M +$120K +182 +8%
IWA
937
Icon Wealth Advisors
Texas
$1.69M +$797K +1,231 +89%
IWC
938
Integrated Wealth Concepts
Massachusetts
$1.68M -$141K -214 -8%
SP
939
Stablepoint Partners
Massachusetts
$1.67M -$540K -848 -24%
FWA
940
FSM Wealth Advisors
Ohio
$1.65M -$5.26K -8 -0.3%
HH
941
Hilltop Holdings
Texas
$1.65M +$45.3K +69 +3%
KTM
942
Keeler Thomas Management
Utah
$1.65M -$19.1K -29 -1%
MFS
943
Mattson Financial Services
Michigan
$1.64M +$1.64M +2,503 New
QWP
944
Quotient Wealth Partners
Texas
$1.64M -$74.3K -113 -4%
OIS
945
Okabena Investment Services
Minnesota
$1.64M +$411K +626 +34%
RFA
946
ROI Financial Advisors
Oregon
$1.63M +$45.2K +69 +3%
EGM
947
Engineers Gate Manager
New York
$1.63M -$1.35M -2,051 -45%
BEI
948
Benjamin Edwards Inc
Missouri
$1.62M +$14.5K +22 +0.9%
MGIA
949
Moneta Group Investment Advisors
Missouri
$1.61M +$119K +181 +8%
CNBTD
950
Citizens National Bank Trust Department
Mississippi
$1.59M +$59.1K +90 +4%