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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
EFG
976
Everhart Financial Group
Ohio
$1.54M +$130K +204 +9%
GL
977
Graypoint LLC
New York
$1.51M +$158K +247 +11%
VFA
978
Valeo Financial Advisors
Indiana
$1.51M +$91.9K +144 +6%
CIA
979
Choate Investment Advisors
Massachusetts
$1.5M +$3.19K +5 +0.2%
AIM
980
Anchor Investment Management
South Carolina
$1.5M +$95.7K +150 +7%
CIG
981
Cascade Investment Group
Colorado
$1.5M +$1.92K +3 +0.1%
MAWA
982
Moss Adams Wealth Advisors
Washington
$1.5M +$51.7K +81 +3%
MC
983
Machina Capital
France
$1.49M +$986K +1,545 +181%
CCIA
984
Campbell & Co Investment Adviser
Maryland
$1.49M +$1.53M +2,397 New
FLI
985
Family Legacy Inc
South Carolina
$1.48M +$64.5K +101 +4%
DFC
986
DB Fitzpatrick & Co
Idaho
$1.47M -$21.1K -33 -1%
VF
987
Vest Financial
Virginia
$1.46M +$772K +1,210 +105%
MGIA
988
Moneta Group Investment Advisors
Missouri
$1.46M -$65.7K -103 -4%
AAP
989
Arax Advisory Partners
Colorado
$1.46M -$17.9K -28 -1%
PAM
990
Peak Asset Management
Colorado
$1.45M -$1.28K -2 -0.1%
RWB
991
RMR Wealth Builders
New Jersey
$1.45M -$30.6K -48 -2%
BTI
992
Blue Trust Inc
Georgia
$1.44M +$83.6K +131 +6%
CWM
993
Circle Wealth Management
New Jersey
$1.44M +$837K +1,312 +130%
ILI
994
Invesco LLC (Illinois)
Illinois
$1.41M -$10.2K -16 -0.7%
AFG
995
Atomi Financial Group
New York
$1.41M -$29.4K -46 -2%
UF
996
Univest Financial
Pennsylvania
$1.41M +$1.45M +2,266 New
EWM
997
Empirical Wealth Management
Washington
$1.4M +$88.1K +138 +6%
PP
998
Pegasus Partners
Wisconsin
$1.4M -$341K -534 -19%
SS
999
Sunbelt Securities
Texas
$1.38M -$425K -666 -23%
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$1.38M -$24.9K -39 -2%

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.