We are live on ! Find out more
INTU icon

Intuit

1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1176
Oliver Luxxe Assets
New Jersey
$809K -$44K -71 -5%
FIC
1177
FCG Investment Company
Tennessee
$808K +$56.4K +91 +8%
AWA
1178
Aaron Wealth Advisors
Illinois
$808K +$135K +217 +21%
CWP
1179
Concord Wealth Partners
Virginia
$806K +$38.5K +62 +5%
PT
1180
Plimoth Trust
Massachusetts
$805K -$9.3K -15 -1%
KWM
1181
Kingsview Wealth Management
Oregon
$804K +$620 +1 +0.1%
SIP
1182
Stoneridge Investment Partners
Pennsylvania
$802K +$757K +1,221 New
SIM
1183
Sentry Investment Management
Wisconsin
$801K -$155K -250 -17%
BAM
1184
Belpointe Asset Management
Nevada
$795K -$90.6K -146 -11%
NSIM
1185
North Star Investment Management
Illinois
$795K
PWP
1186
Principle Wealth Partners
Connecticut
$795K +$620 +1 +0.1%
FWM
1187
FFT Wealth Management
Pennsylvania
$794K +$283K +457 +61%
NRS
1188
Neville Rodie & Shaw
New York
$793K
PP
1189
PDS Planning
Ohio
$790K +$36K +58 +5%
SAG
1190
SageView Advisory Group
California
$789K +$745K +1,201 New
UOTTAIMCU
1191
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$786K +$742K +1,196 New
KWM
1192
Kolinsky Wealth Management
New Jersey
$785K +$47.8K +77 +7%
CPWA
1193
Cerro Pacific Wealth Advisors
California
$785K +$741K +1,194 New
QWM
1194
Quadcap Wealth Management
Texas
$779K +$55.2K +89 +8%
CT
1195
Chicago Trust
Illinois
$776K +$62K +100 +9%
WPP
1196
Whalerock Point Partners
Rhode Island
$773K
RIG
1197
Ramiah Investment Group
Wisconsin
$769K -$27.3K -44 -4%
DCM
1198
DGS Capital Management
New Jersey
$767K -$3.1K -5 -0.4%
GT
1199
Glenview Trust
Kentucky
$764K -$22.9K -37 -3%
MIS
1200
Morningstar Investment Services
Illinois
$764K +$35.4K +57 +5%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.