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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
SCM
1101
Stevens Capital Management
Pennsylvania
$1.03M +$1.06M +1,657 New
NL
1102
NVWM LLC
Pennsylvania
$1.03M -$12.8K -20 -1%
A
1103
AlphaQuest
New York
$1.03M +$707K +1,108 +204%
GAMC
1104
Garner Asset Management Corp
Texas
$1.02M -$12.8K -20 -1%
FCH
1105
Freestone Capital Holdings
Washington
$1.02M -$70.9K -111 -6%
BFA
1106
Brown Financial Advisors
Ohio
$1.02M +$9.57K +15 +0.9%
BMCM
1107
Bryn Mawr Capital Management
Pennsylvania
$1.02M +$5.11K +8 +0.5%
SF
1108
Symphony Financial
Texas
$1.01M +$26.8K +42 +3%
WFPG
1109
Waller Financial Planning Group
Ohio
$1.01M
EP
1110
Edgestream Partners
New Jersey
$1.01M +$735K +1,152 +243%
KLCM
1111
KG&L Capital Management
Louisiana
$995K +$5.11K +8 +0.5%
AC
1112
AlphaCore Capital
California
$993K +$51.1K +80 +5%
EH
1113
Equitable Holdings
New York
$991K +$126K +197 +14%
KWM
1114
Kingsview Wealth Management
Oregon
$978K +$225K +353 +29%
RCG
1115
Regatta Capital Group
California
$976K +$16K +25 +2%
VLKIM
1116
Van Lanschot Kempen Investment Management
Netherlands
$976K -$72.1K -113 -7%
CBTWT
1117
Community Bank & Trust (Waco, Texas)
Texas
$975K -$638 -1 -0.1%
PHAM
1118
Palisades Hudson Asset Management
Florida
$970K -$30K -47 -3%
WAM
1119
Weatherly Asset Management
California
$965K -$109K -170 -10%
LFAS
1120
Level Four Advisory Services
Texas
$964K +$2.55K +4 +0.3%
HWA
1121
Heritage Wealth Advisors
Virginia
$963K +$10.2K +16 +1%
HIMC
1122
Heritage Investors Management Corp
Maryland
$963K
IB
1123
Intrust Bank
Kansas
$963K +$9.57K +15 +1%
KP
1124
Keel Point
Alabama
$958K +$128K +200 +15%
ZF
1125
Zega Financial
Florida
$950K +$5.75K +9 +0.6%

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.