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Intuit

1,946 hedge funds and large institutions have $141B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 805 increasing their positions, 699 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
28.15%
Holding in Top 10
55
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-33.73%
% of All Funds
0.8%
New
142
Increased
805
Reduced
699
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
1176
Leavell Investment Management
Alabama
$825K -$26.1K -42 -3%
CWP
1177
Concord Wealth Partners
Virginia
$819K +$57.8K +93 +8%
RWPA
1178
Richard W. Paul & Associates
Michigan
$819K -$9.94K -16 -1%
HPM
1179
Hoxton Planning & Management
West Virginia
$814K +$32.9K +53 +4%
HWA
1180
HCR Wealth Advisors
California
$811K +$217K +350 +37%
SIP
1181
Stoneridge Investment Partners
Pennsylvania
$804K +$45.4K +73 +6%
T
1182
Tidemark
California
$803K +$789K +1,271 +5,777%
BWP
1183
Baldwin Wealth Partners
Massachusetts
$800K +$285K +459 +55%
MW
1184
Marcum Wealth
Ohio
$794K -$269K -433 -25%
PP
1185
PDS Planning
Ohio
$793K +$46.6K +75 +6%
OR
1186
Olympiad Research
Connecticut
$793K +$371K +597 +88%
VCA
1187
Verdence Capital Advisors
Maryland
$792K -$621 -1 -0.1%
SHFA
1188
SS&H Financial Advisors
Michigan
$792K
WA
1189
Wealth Architects
California
$789K +$23K +37 +3%
BHBT
1190
Burke & Herbert Bank & Trust
Virginia
$787K -$14.9K -24 -2%
AWM
1191
Act Wealth Management
Texas
$786K
PI
1192
PFG Investments
New York
$785K -$183K -294 -19%
CPWA
1193
Cerro Pacific Wealth Advisors
California
$785K
NHT
1194
New Hampshire Trust
New Hampshire
$782K
FWM
1195
FFT Wealth Management
Pennsylvania
$782K +$31K +50 +4%
CWP
1196
Curated Wealth Partners
California
$777K
TW
1197
TrinityPoint Wealth
Connecticut
$773K -$77.6K -125 -9%
GWMR
1198
GC Wealth Management RIA
Massachusetts
$770K +$244K +393 +46%
TSMHT
1199
Thurston Springer Miller Herd & Titak
Indiana
$769K +$57.8K +93 +8%
AFG
1200
Argent Financial Group
Louisiana
$768K +$768K +1,237 New