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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
WSCM
1126
Wellington Shields Capital Management
New York
$947K +$406K +636 +72%
NB
1127
NBT Bank
New York
$946K -$33.8K -53 -3%
CB
1128
Chris Bulman
California
$944K +$10.9K +17 +1%
ATS
1129
Ashton Thomas Securities
New York
$943K +$38.3K +60 +4%
LCGC
1130
Legacy Capital Group California
California
$943K -$6.38K -10 -0.7%
AWM
1131
Accurate Wealth Management
Florida
$929K +$234K +366 +32%
VA
1132
Verdad Advisers
Massachusetts
$925K +$13.4K +21 +1%
VST
1133
Van Strum & Towne
California
$923K
MFIM
1134
Mesirow Financial Investment Management
Illinois
$922K +$126K +197 +15%
CWM
1135
Calamos Wealth Management
Illinois
$920K -$6.38K -10 -0.7%
FFBTD
1136
First Financial Bank - Trust Division
Ohio
$920K -$76.6K -120 -7%
FNBT
1137
FineMark National Bank & Trust
Florida
$920K -$6.38K -10 -0.7%
ST
1138
Smithfield Trust
Pennsylvania
$919K +$5.75K +9 +0.6%
ECA
1139
Elevated Capital Advisors
Utah
$918K +$19.1K +30 +2%
SLG
1140
Stanley-Laman Group
Pennsylvania
$918K +$209K +328 +28%
CPC
1141
Consolidated Planning Corp
Georgia
$913K +$939K +1,471 New
PCM
1142
Prelude Capital Management
New York
$911K -$403K -632 -30%
WWP
1143
WR Wealth Planners
Missouri
$910K +$31.9K +50 +4%
TW
1144
TritonPoint Wealth
Maryland
$910K +$53.6K +84 +6%
TBWA
1145
Three Bridge Wealth Advisors
California
$907K
TAM
1146
Trillium Asset Management
Massachusetts
$900K +$638 +1 +0.1%
FCP
1147
Fidelis Capital Partners
Florida
$899K +$80.4K +126 +9%
WPP
1148
Whalerock Point Partners
Rhode Island
$895K +$170K +266 +23%
EB
1149
Eastern Bank
Massachusetts
$889K +$82.3K +129 +10%
IAN
1150
Integrated Advisors Network
Texas
$879K +$79.2K +124 +10%

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.