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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
Grantham, Mayo, Van Otterloo & Co (GMO)
1076
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.1M +$1.13M +1,775 New
CCM
1077
Crew Capital Management
Ohio
$1.1M +$98.9K +155 +10%
KIC
1078
Kensington Investment Counsel
California
$1.1M
SFFS
1079
Stonehage Fleming Financial Services
Jersey
$1.1M -$3.83K -6 -0.3%
SIA
1080
Schear Investment Advisers
Ohio
$1.1M +$65.1K +102 +6%
TCA
1081
Transcend Capital Advisors
New Jersey
$1.09M -$111K -174 -9%
ACM
1082
Advisors Capital Management
New Jersey
$1.09M -$116K -182 -9%
BWP
1083
BSW Wealth Partners
Colorado
$1.09M +$62.6K +98 +6%
PW
1084
Peninsula Wealth
California
$1.09M +$13.4K +21 +1%
EAM
1085
Evanson Asset Management
California
$1.09M -$56.2K -88 -5%
BPCE
1086
Bank Pictet & Cie (Europe)
Germany
$1.08M +$525K +823 +89%
SIG
1087
Sargent Investment Group
Maryland
$1.07M +$7.66K +12 +0.7%
FPAS
1088
Focus Partners Advisor Solutions
Missouri
$1.06M +$49.1K +77 +5%
TWM
1089
Trueblood Wealth Management
Ohio
$1.06M +$35.1K +55 +3%
WA
1090
WBH Advisory
Maryland
$1.06M +$638 +1 +0.1%
OL
1091
Optas LLC
Texas
$1.06M -$638 -1 -0.1%
DF
1092
Donoghue Forlines
Massachusetts
$1.05M +$93.2K +146 +9%
PCMC
1093
Planning Capital Management Corporation
Pennsylvania
$1.05M +$437K +684 +68%
NG
1094
Norden Group
Utah
$1.05M +$43.4K +68 +4%
LDB
1095
Lee, Danner & Bass
Tennessee
$1.04M -$440K -690 -29%
PL
1096
Parthenon LLC
Kentucky
$1.04M
Wolverine Trading
1097
Wolverine Trading
Illinois
$1.04M -$5.7M -8,930 -84%
SQA
1098
Simon Quick Advisors
New Jersey
$1.03M +$99.6K +156 +10%
CAG
1099
Crestwood Advisors Group
Massachusetts
$1.03M +$57.4K +90 +6%
BHPW
1100
Beverly Hills Private Wealth
California
$1.03M +$12.1K +19 +1%

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.