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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
AP
1001
Adero Partners
California
$1.37M -$243K -380 -15%
QC
1002
Quent Capital
New York
$1.37M -$29.4K -46 -2%
BJL
1003
Brighton Jones LLC
Washington
$1.37M -$826K -1,294 -37%
WANY
1004
Wealthspire Advisors (New York)
New York
$1.35M -$22.3K -35 -2%
OFG
1005
Oxford Financial Group
Indiana
$1.35M -$27.4K -43 -2%
CPA
1006
Capital Planning Advisors
California
$1.35M +$41.5K +65 +3%
MCM
1007
McRae Capital Management
New Jersey
$1.35M
FFN
1008
Focus Financial Network
Minnesota
$1.34M -$54.3K -85 -4%
MOS
1009
MGO One Seven
Ohio
$1.33M +$161K +252 +13%
BIG
1010
Brooklyn Investment Group
New York
$1.33M +$20.4K +32 +2%
BCMO
1011
Buckingham Capital Management (Ohio)
Ohio
$1.32M -$96.4K -151 -7%
FFM
1012
Fullerton Fund Management
Singapore
$1.32M +$1.36M +2,128 New
SWA
1013
Stratos Wealth Advisors
Ohio
$1.32M -$9.57K -15 -0.7%
OPA
1014
Old Port Advisors
Maine
$1.31M -$5.75K -9 -0.4%
VI
1015
Versor Investments
New York
$1.31M -$124K -195 -8%
TPI
1016
Trust Point Inc
Wisconsin
$1.31M +$40.9K +64 +3%
FWM
1017
FSA Wealth Management
Massachusetts
$1.31M +$1.34M +2,102 New
CIA
1018
Capital Investment Advisors
Georgia
$1.3M +$44K +69 +3%
WS
1019
Wedbush Securities
California
$1.29M -$54.3K -85 -4%
DTL
1020
Dynamic Technology Lab
Singapore
$1.29M +$1.33M +2,080 New
CPW
1021
Cove Private Wealth
New York
$1.28M
IWM
1022
IHT Wealth Management
Illinois
$1.26M +$225K +352 +21%
AT
1023
Arlington Trust
Alabama
$1.26M
MCP
1024
Mirador Capital Partners
California
$1.26M -$5.11K -8 -0.4%
BCM
1025
Brookstone Capital Management
Illinois
$1.25M +$22.3K +35 +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.