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Intuit
INTU

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: 56 → 59 (+3)

5% more funds holding

Funds holding: 1,964 → 2,063 (+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

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$913M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$595M
3
UBS AM
UBS AM
Illinois
+$493M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$397M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$338M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.53B
2
Artisan Partners
Artisan Partners
Wisconsin
-$575M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$522M
4
Goldman Sachs
Goldman Sachs
New York
-$379M
5
Franklin Resources
Franklin Resources
California
-$370M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$1.85M +$677K +1,059 +56%
GPWM
927
Grant Private Wealth Management
California
$1.84M +$1.87M +2,932 New
DAS
928
Diversify Advisory Services
Utah
$1.83M -$461K -722 -20%
AT
929
American Trust
Kentucky
$1.83M +$701K +1,097 +60%
GS
930
GTS Securities
New York
$1.82M -$6.93M -10,840 -79%
GCM
931
Glynn Capital Management
California
$1.82M – – –
UF
932
Univest Financial
Pennsylvania
$1.82M +$398K +623 +27%
MFIM
933
Mesirow Financial Investment Management
Illinois
$1.81M +$889K +1,391 +94%
AF
934
Allworth Financial
California
$1.79M +$31.9K +50 +2%
PA
935
Pinnacle Associates
New York
$1.79M +$967K +1,513 +114%
DWT
936
Dorsey & Whitney Trust
South Dakota
$1.78M +$210K +329 +13%
APG
937
Abacus Planning Group
South Carolina
$1.78M -$8.95K -14 -0.5%
RA
938
RFG Advisory
Alabama
$1.77M -$208K -325 -10%
CI
939
Cigna Investments
Connecticut
$1.77M -$7.03K -11 -0.4%
CP
940
Cornerstone Planning
North Carolina
$1.76M +$1.79M +2,796 New
AIM
941
Allen Investment Management
New York
$1.75M +$123K +193 +7%
AFCM
942
Applied Finance Capital Management
Puerto Rico
$1.75M +$1.78M +2,782 New
SGI
943
Summit Global Investments
Utah
$1.74M -$433K -677 -20%
CA
944
Cullinan Associates
Kentucky
$1.74M -$1.24M -1,940 -41%
MFS
945
Mattson Financial Services
Michigan
$1.74M +$199K +311 +13%
MWM
946
Modera Wealth Management
New Jersey
$1.74M +$45.4K +71 +3%
EHWM
947
Eads & Heald Wealth Management
Georgia
$1.74M +$12.8K +20 +0.7%
RFA
948
ROI Financial Advisors
Oregon
$1.73M +$31.3K +49 +2%
MG
949
Markel Group
Virginia
$1.71M – – –
MA
950
Mutual Advisors
Nebraska
$1.71M +$78.6K +123 +5%
36 37
38
39 40

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.