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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
FFM
1151
Forum Financial Management
Illinois
$911K +$212K +331 +30%
TW
1152
TritonPoint Wealth
Maryland
$910K -$13.4K -21 -1%
WPP
1153
Whalerock Point Partners
Rhode Island
$906K
IAN
1154
Integrated Advisors Network
Texas
$906K +$16K +25 +2%
SLG
1155
Stanley-Laman Group
Pennsylvania
$905K -$24.9K -39 -3%
BPC
1156
Bryce Point Capital
New York
$896K +$911K +1,426 New
CWM
1157
Calamos Wealth Management
Illinois
$894K -$37.7K -59 -4%
PFG
1158
PAX Financial Group
Texas
$892K +$41.5K +65 +5%
HSA
1159
HBK Sorce Advisory
Pennsylvania
$892K +$17.9K +28 +2%
ECA
1160
Elevated Capital Advisors
Utah
$891K -$39.6K -62 -4%
TCB
1161
Texas Capital Bancshares
Texas
$889K +$639 +1 +0.1%
GWA
1162
Gratus Wealth Advisors
Virginia
$887K
Westfield Capital Management
1163
Westfield Capital Management
Massachusetts
$886K
CIC
1164
Chase Investment Counsel
Virginia
$886K
MCC
1165
Money Concepts Capital
Florida
$885K +$32.6K +51 +4%
DFG
1166
Delta Financial Group
New Jersey
$879K +$893K +1,398 New
SDIC
1167
South Dakota Investment Council
South Dakota
$877K
BI
1168
BlueSpruce Investments
Illinois
$874K
HCM
1169
Howland Capital Management
Massachusetts
$874K +$3.83K +6 +0.4%
AA
1170
Ancora Advisors
Ohio
$870K
EFS
1171
Essex Financial Services
Connecticut
$859K +$7.03K +11 +0.8%
PWAM
1172
Pinnacle West Asset Management
Wyoming
$855K
RWPA
1173
Richard W. Paul & Associates
Michigan
$846K +$17.9K +28 +2%
BFO
1174
Boston Family Office
Massachusetts
$846K
AG
1175
AIA Group
Hong Kong
$845K +$859K +1,345 New

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.