INTU icon

Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
1151
First Affirmative Financial Network
Colorado
$839K -$18.4K -28 -2%
VCA
1152
Verdence Capital Advisors
Maryland
$839K -$65.7K -100 -7%
SHFA
1153
SS&H Financial Advisors
Michigan
$837K – – –
ST
1154
Spinnaker Trust
Maine
$835K – – –
FCP
1155
Fidelis Capital Partners
Florida
$834K -$75K -123 -8%
EFS
1156
Essex Financial Services
Connecticut
$833K +$192K +307 +30%
AWM
1157
Act Wealth Management
Texas
$831K – – –
NHT
1158
New Hampshire Trust
New Hampshire
$827K – – –
HPM
1159
Hoxton Planning & Management
West Virginia
$826K -$14.5K -22 -2%
GA
1160
Geller Advisors
New York
$825K +$3.29K +5 +0.4%
CWP
1161
Curated Wealth Partners
California
$822K +$822K +1,251 New
EDRH
1162
Edmond de Rothschild Holding
Switzerland
$820K -$158K -240 -16%
CPA
1163
Cardiff Park Advisors
California
$818K -$2.63K -4 -0.3%
CWM
1164
Connecticut Wealth Management
Connecticut
$816K -$430K -654 -34%
WA
1165
Wealth Architects
California
$810K +$17.1K +26 +2%
CAMV
1166
Concord Asset Management (Virginia)
Virginia
$810K +$51.9K +79 +7%
OLA
1167
Oliver Luxxe Assets
New Jersey
$809K -$46.7K -71 -5%
FIC
1168
FCG Investment Company
Tennessee
$808K +$59.8K +91 +8%
AWA
1169
Aaron Wealth Advisors
Illinois
$808K +$143K +217 +21%
CWP
1170
Concord Wealth Partners
Virginia
$806K +$40.7K +62 +5%
PT
1171
Plimoth Trust
Massachusetts
$805K -$9.86K -15 -1%
KWM
1172
Kingsview Wealth Management
Oregon
$804K +$657 +1 +0.1%
SIP
1173
Stoneridge Investment Partners
Pennsylvania
$802K +$802K +1,221 New
SIM
1174
Sentry Investment Management
Wisconsin
$801K -$164K -250 -17%
BAM
1175
Belpointe Asset Management
Nevada
$795K -$96K -146 -11%
45 46
47
48 49