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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
MS
1051
Maven Securities
Jersey
$1.16M -$750K -1,175 -39%
FB
1052
Fulton Bank
Pennsylvania
$1.16M +$30K +47 +3%
BFM
1053
Boothbay Fund Management
New York
$1.16M -$230K -360 -16%
PL
1054
Perpetual Ltd
Australia
$1.15M -$72.8M -114,019 -98%
AWP
1055
Accretive Wealth Partners
New Jersey
$1.15M -$10.9K -17 -0.9%
IWC
1056
Integrated Wealth Concepts
Massachusetts
$1.15M -$451K -706 -28%
JMFC
1057
J.M. Forbes & Co
Massachusetts
$1.15M +$18.5K +29 +2%
SSWM
1058
Smith Salley Wealth Management
North Carolina
$1.14M +$47.9K +75 +4%
SG
1059
StoneX Group
New York
$1.14M +$838K +1,313 +251%
PMAM
1060
Picton Mahoney Asset Management
Ontario, Canada
$1.14M -$1.5M -2,357 -56%
WA
1061
Wealth Alliance
New York
$1.14M -$24.3K -38 -2%
CA
1062
Commerzbank Aktiengesellschaft
Germany
$1.14M +$287K +450 +33%
VA
1063
Valmark Advisers
Ohio
$1.14M +$1.28K +2 +0.1%
UH
1064
Unigestion Holding
Switzerland
$1.14M +$1.17M +1,830 New
GGV
1065
GG Group Ventures
Florida
$1.13M -$60.6K -95 -6%
CFG
1066
Cooper Financial Group
California
$1.13M -$20.4K -32 -2%
ESBC
1067
E.S. Barr & Co
Kentucky
$1.13M +$3.83K +6 +0.3%
AT
1068
American Trust
Kentucky
$1.13M +$1.16M +1,814 New
PI
1069
Pettee Investors
Connecticut
$1.12M
GRP
1070
Global Retirement Partners
California
$1.12M +$36.4K +57 +3%
VCM
1071
Virtue Capital Management
Tennessee
$1.12M -$82.3K -129 -7%
UAS
1072
United Asset Strategies
New York
$1.11M +$69.6K +109 +6%
CI
1073
CX Institutional
Indiana
$1.11M -$12.1K -19 -1%
MA
1074
MJP Associates
Connecticut
$1.11M +$51.7K +81 +5%
CB
1075
CNB Bank
Pennsylvania
$1.1M -$29.4K -46 -3%

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.