We are live on ! Find out more

2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1101
Virtue Capital Management
Tennessee
$1.07M -$62K -97 -5%
PCP
1102
Proficio Capital Partners
Massachusetts
$1.06M +$477K +746 +79%
IWM
1103
IHT Wealth Management
Illinois
$1.06M -$224K -350 -17%
NB
1104
Nicolet Bankshares
Wisconsin
$1.06M -$137K -215 -11%
WA
1105
WBH Advisory
Maryland
$1.06M -$16.6K -26 -2%
LT
1106
Legacy Trust
Michigan
$1.05M -$2.01M -3,139 -65%
PL
1107
Parthenon LLC
Kentucky
$1.05M
PL
1108
Perpetual Ltd
Australia
$1.05M -$121K -190 -10%
LFAS
1109
Level Four Advisory Services
Texas
$1.05M +$56.9K +89 +6%
IC
1110
Iconiq Capital
California
$1.04M +$549K +859 +107%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$1.04M -$2.51M -3,930 -70%
NG
1112
Norden Group
Utah
$1.03M -$29.4K -46 -3%
IB
1113
Intrust Bank
Kansas
$1.03M +$58.1K +91 +6%
FCP
1114
Fidelis Capital Partners
Florida
$1.03M +$142K +222 +15%
WFPG
1115
Waller Financial Planning Group
Ohio
$1.03M
HCS
1116
Himension Capital (Singapore)
Singapore
$1.03M +$1.04M +1,633 New
ACM
1117
Advisors Capital Management
New Jersey
$1.02M -$79.2K -124 -7%
BHPW
1118
Beverly Hills Private Wealth
California
$1.02M -$27.5K -43 -3%
WWA
1119
Wealth Watch Advisors
Colorado
$1.01M +$1.03M +1,605 New
Fidelity International
1120
Fidelity International
Bermuda
$1M +$285K +446 +39%
SF
1121
Symphony Financial
Texas
$1M -$639 -1 -0.1%
GAMC
1122
Garner Asset Management Corp
Texas
$999K -$38.3K -60 -4%
Lord, Abbett & Co
1123
Lord, Abbett & Co
New Jersey
$999K +$116K +181 +13%
RCG
1124
Regatta Capital Group
California
$996K +$8.31K +13 +0.8%
VLKIM
1125
Van Lanschot Kempen Investment Management
Netherlands
$995K +$7.67K +12 +0.8%

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.