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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
OPA
1026
Old Port Advisors
Maine
$1.29M -$39K -61 -3%
Group One Trading
1027
Group One Trading
Illinois
$1.29M +$1.26M +1,975 +2,669%
MCP
1028
Mirador Capital Partners
California
$1.28M +$12.1K +19 +0.9%
CAG
1029
Crestwood Advisors Group
Massachusetts
$1.28M +$243K +380 +23%
PAI
1030
Pittenger & Anderson Inc
Nebraska
$1.27M -$1.09M -1,713 -46%
CCM
1031
Crew Capital Management
Ohio
$1.27M +$161K +252 +14%
BFF
1032
Byrne Financial Freedom
Massachusetts
$1.27M +$1.29M +2,019 New
LWM
1033
Liberty Wealth Management
California
$1.27M +$14.1K +22 +1%
FHA
1034
Flagship Harbor Advisors
Massachusetts
$1.26M +$46.6K +73 +4%
MOS
1035
MGO One Seven
Ohio
$1.26M -$96.5K -151 -7%
AWA
1036
Arkadios Wealth Advisors
Georgia
$1.26M +$35.1K +55 +3%
WS
1037
Wedbush Securities
California
$1.25M -$53K -83 -4%
BPCE
1038
Bank Pictet & Cie (Europe)
Germany
$1.25M +$158K +248 +14%
CFG
1039
Cooper Financial Group
California
$1.25M +$110K +172 +9%
PCM
1040
Penserra Capital Management
California
$1.25M -$576K -901 -31%
SSWM
1041
Smith Salley Wealth Management
North Carolina
$1.24M +$86.3K +135 +7%
MPWT
1042
MassMutual Private Wealth & Trust
Connecticut
$1.24M -$3.72M -5,829 -75%
NCM
1043
Nelson Capital Management
California
$1.24M
AWM
1044
Accurate Wealth Management
Florida
$1.23M +$303K +474 +32%
NPT
1045
Nixon Peabody Trust
Massachusetts
$1.23M +$42.8K +67 +4%
OLVIG
1046
Oliver Lagore Vanvalin Investment Group
Michigan
$1.22M -$886K -1,387 -42%
CL
1047
CVFG LLC
Indiana
$1.22M +$1.24M +1,939 New
BCG
1048
BayBridge Capital Group
California
$1.22M +$40.3K +63 +3%
BCM
1049
Brookstone Capital Management
Illinois
$1.21M -$56.2K -88 -4%
WPW
1050
Waldron Private Wealth
Pennsylvania
$1.21M +$23K +36 +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.