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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
AC
1101
AlphaCore Capital
California
$998K -$98K -158 -9%
SQA
1102
Simon Quick Advisors
New Jersey
$990K +$4.96K +8 +0.5%
FFO
1103
Fiduciary Family Office
Florida
$990K -$620 -1 -0.1%
CB
1104
Chris Bulman
California
$988K +$932K +1,503 New
PG
1105
Proffitt & Goodson
Tennessee
$986K +$12.4K +20 +1%
CWM
1106
Calamos Wealth Management
Illinois
$981K -$11.5M -18,615 -93%
FNBT
1107
FineMark National Bank & Trust
Florida
$981K +$115K +186 +14%
VST
1108
Van Strum & Towne
California
$977K
ST
1109
Smithfield Trust
Pennsylvania
$971K -$29.2K -47 -3%
VA
1110
Verdad Advisers
Massachusetts
$965K -$172K -278 -16%
TBWA
1111
Three Bridge Wealth Advisors
California
$960K -$109K -175 -11%
AWA
1112
Arkadios Wealth Advisors
Georgia
$958K +$104K +167 +13%
ECA
1113
Elevated Capital Advisors
Utah
$952K +$75.1K +121 +9%
TAM
1114
Trillium Asset Management
Massachusetts
$952K +$2.48K +4 +0.3%
GBT
1115
Grove Bank & Trust
Florida
$949K -$4.34K -7 -0.5%
AA
1116
Ancora Advisors
Ohio
$948K +$31K +50 +4%
ATS
1117
Ashton Thomas Securities
New York
$948K +$904K +1,458 New
SA
1118
SRN Advisors
Pennsylvania
$946K
TCM
1119
Teza Capital Management
Illinois
$938K +$885K +1,427 New
WP
1120
Woodline Partners
California
$932K +$880K +1,418 New
WWP
1121
WR Wealth Planners
Missouri
$931K +$16.1K +26 +2%
UWS
1122
Unique Wealth Strategies
Illinois
$929K
ECU
1123
Eisler Capital (UK)
United Kingdom
$929K -$1.15M -1,852 -57%
TCB
1124
Texas Capital Bancshares
Texas
$929K -$6.82K -11 -0.8%
WHCI
1125
W.H. Cornerstone Investments
Massachusetts
$927K +$23.6K +38 +3%

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.