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Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
1176
North Star Investment Management
Illinois
$795K
PWP
1177
Principle Wealth Partners
Connecticut
$795K +$657 +1 +0.1%
FWM
1178
FFT Wealth Management
Pennsylvania
$794K +$300K +457 +61%
NRS
1179
Neville Rodie & Shaw
New York
$793K
PP
1180
PDS Planning
Ohio
$790K +$38.1K +58 +5%
SAG
1181
SageView Advisory Group
California
$789K +$789K +1,201 New
UOTTAIMCU
1182
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$786K +$786K +1,196 New
KWM
1183
Kolinsky Wealth Management
New Jersey
$785K +$50.6K +77 +7%
CPWA
1184
Cerro Pacific Wealth Advisors
California
$785K +$785K +1,194 New
QWM
1185
Quadcap Wealth Management
Texas
$779K +$58.5K +89 +8%
CT
1186
Chicago Trust
Illinois
$776K +$65.7K +100 +9%
WPP
1187
Whalerock Point Partners
Rhode Island
$773K
DCM
1188
DGS Capital Management
New Jersey
$767K -$3.29K -5 -0.4%
GT
1189
Glenview Trust
Kentucky
$764K -$24.3K -37 -3%
MIS
1190
Morningstar Investment Services
Illinois
$764K +$37.1K +57 +5%
RPWA
1191
Regent Peak Wealth Advisors
Georgia
$761K +$20.4K +31 +3%
CF
1192
Cyr Financial
Illinois
$760K +$760K +1,157 New
AWA
1193
Alta Wealth Advisors
Massachusetts
$757K -$15.1K -23 -2%
SLG
1194
Stanley-Laman Group
Pennsylvania
$756K
AWM
1195
Avitas Wealth Management
California
$755K -$41.4K -63 -5%
NCFG
1196
New Century Financial Group
New Jersey
$755K +$259K +394 +52%
RMCM
1197
Reynders McVeigh Capital Management
Massachusetts
$755K -$658 -1 -0.1%
SFCL
1198
Strengthening Families & Communities LLC
Massachusetts
$754K +$754K +1,148 New
VF
1199
Vest Financial
Virginia
$754K +$124K +189 +20%
1SB
1200
1ST Source Bank
Indiana
$753K -$55.2K -84 -7%