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Intuit

1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
1076
Waller Financial Planning Group
Ohio
$1.07M
BMCM
1077
Bryn Mawr Capital Management
Pennsylvania
$1.07M +$3.72K +6 +0.4%
DLA
1078
Douglas Lane & Associates
New York
$1.07M +$73.2K +118 +8%
BFA
1079
Brown Financial Advisors
Ohio
$1.07M +$1.01M +1,624 New
NG
1080
Norden Group
Utah
$1.07M +$9.3K +15 +0.9%
CCM
1081
Crew Capital Management
Ohio
$1.06M +$135K +217 +15%
PHAM
1082
Palisades Hudson Asset Management
Florida
$1.06M
FFBTD
1083
First Financial Bank - Trust Division
Ohio
$1.05M +$1.24K +2 +0.1%
CIC
1084
Chase Investment Counsel
Virginia
$1.05M -$134K -216 -12%
BL
1085
BFSG LLC
California
$1.05M
KLCM
1086
KG&L Capital Management
Louisiana
$1.05M +$579K +934 +142%
SF
1087
Symphony Financial
Texas
$1.04M +$128K +206 +15%
NB
1088
NBT Bank
New York
$1.04M +$300K +484 +44%
LFAS
1089
Level Four Advisory Services
Texas
$1.04M +$137K +221 +16%
CAG
1090
Crestwood Advisors Group
Massachusetts
$1.03M -$58.3K -94 -6%
CBTWT
1091
Community Bank & Trust (Waco, Texas)
Texas
$1.03M +$75.7K +122 +8%
PI
1092
PFG Investments
New York
$1.02M +$10.5K +17 +1%
DF
1093
Donoghue Forlines
Massachusetts
$1.02M +$52.7K +85 +6%
HIMC
1094
Heritage Investors Management Corp
Maryland
$1.02M
RCG
1095
Regatta Capital Group
California
$1.02M +$29.2K +47 +3%
IB
1096
Intrust Bank
Kansas
$1.01M +$32.9K +53 +4%
HWA
1097
Heritage Wealth Advisors
Virginia
$1.01M -$4.34K -7 -0.5%
LCGC
1098
Legacy Capital Group California
California
$1M -$31.6K -51 -3%
ANTB
1099
AMG National Trust Bank
Colorado
$1M -$91.2K -147 -9%
ZF
1100
Zega Financial
Florida
$999K +$263K +424 +39%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.