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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: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
951
Moloney Securities Asset Management
Missouri
$1.71M +$12.8K +20 +0.7%
QCG
952
Quadrant Capital Group
Ohio
$1.7M -$53.7K -84 -3%
FCH
953
Freestone Capital Holdings
Washington
$1.69M +$664K +1,039 +63%
NMG
954
New Millennium Group
Utah
$1.68M +$1.32M +2,065 +339%
PWAM
955
Papamarkou Wellner Asset Management
New York
$1.68M +$2.01M +3,150 New
RA
956
RiverPark Advisors
New York
$1.67M
WWS
957
Wellington Wealth Strategies
Indiana
$1.66M +$1.81M +2,835 New
EWM
958
Elmwood Wealth Management
California
$1.65M
RGC
959
Roberts, Glore & Co
Illinois
$1.64M -$35.1K -55 -2%
SVCP
960
Silicon Valley Capital Partners
California
$1.64M +$2.56K +4 +0.2%
JSSH
961
J. Safra Sarasin Holding
$1.63M -$4.57M -7,149 -73%
TBWA
962
Three Bridge Wealth Advisors
California
$1.63M +$723K +1,131 +77%
CWM
963
Circle Wealth Management
New Jersey
$1.63M +$171K +267 +12%
CIA
964
Choate Investment Advisors
Massachusetts
$1.62M +$101K +158 +7%
HS
965
HighVista Strategies
Massachusetts
$1.61M -$192K -300 -10%
CB
966
Cadence Bank
Mississippi
$1.6M -$12.8K -20 -0.8%
AFG
967
Atomi Financial Group
New York
$1.59M +$164K +257 +11%
FWA
968
FSM Wealth Advisors
Ohio
$1.59M +$19.8K +31 +1%
IWA
969
Icon Wealth Advisors
Texas
$1.59M -$46.6K -73 -3%
SP
970
Stablepoint Partners
Massachusetts
$1.59M -$70.3K -110 -4%
FPAS
971
Focus Partners Advisor Solutions
Missouri
$1.58M +$510K +798 +47%
RWB
972
RMR Wealth Builders
New Jersey
$1.58M +$113K +177 +8%
JF
973
Jump Financial
Illinois
$1.57M -$496K -777 -24%
AO
974
Advisor OS
Illinois
$1.57M -$439K -687 -22%
SRL
975
Scientech Research LLC
New Jersey
$1.55M -$978K -1,531 -38%

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.