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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
MGIA
1001
Moneta Group Investment Advisors
Missouri
$1.45M -$28.1K -44 -2%
TPI
1002
Trust Point Inc
Wisconsin
$1.45M +$125K +196 +9%
EP
1003
Edgestream Partners
New Jersey
$1.44M +$429K +671 +41%
CPL
1004
Capital & Planning LLC
Georgia
$1.44M +$1.47M +2,295 New
APW
1005
Austin Private Wealth
Texas
$1.44M +$850K +1,331 +139%
WANY
1006
Wealthspire Advisors (New York)
New York
$1.43M +$65.2K +102 +5%
DFC
1007
DB Fitzpatrick & Co
Idaho
$1.43M -$61.3K -96 -4%
SWA
1008
Stratos Wealth Advisors
Ohio
$1.41M +$77.3K +121 +6%
FB
1009
Fulton Bank
Pennsylvania
$1.4M +$235K +367 +20%
AP
1010
Adero Partners
California
$1.4M +$16.6K +26 +1%
XT
1011
XTX Topco
Cayman Islands
$1.4M +$1.42M +2,230 New
MCM
1012
McRae Capital Management
New Jersey
$1.4M +$35.8K +56 +3%
SG
1013
StoneX Group
New York
$1.39M +$242K +379 +21%
QC
1014
Quent Capital
New York
$1.39M +$3.83K +6 +0.3%
BIG
1015
Brooklyn Investment Group
New York
$1.37M +$28.8K +45 +2%
ADL
1016
Asset Dedication LLC
California
$1.37M -$1.04M -1,633 -43%
FFN
1017
Focus Financial Network
Minnesota
$1.36M +$1.28K +2 +0.1%
CIA
1018
Capital Investment Advisors
Georgia
$1.36M +$46.6K +73 +3%
IAS
1019
Insigneo Advisory Services
Florida
$1.35M -$577K -903 -30%
OLA
1020
Oliver Luxxe Assets
New Jersey
$1.33M +$661K +1,035 +94%
BCMO
1021
Buckingham Capital Management (Ohio)
Ohio
$1.33M -$10.2K -16 -0.8%
MUAMU
1022
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.32M +$895K +1,400 +200%
AT
1023
Arlington Trust
Alabama
$1.32M +$43.5K +68 +3%
CPW
1024
Cove Private Wealth
New York
$1.3M
FWM
1025
FSA Wealth Management
Massachusetts
$1.29M -$31.3K -49 -2%

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.