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Intuit

2,033 hedge funds and large institutions have $147B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 713 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
+87
Holders Change %
+4.47%
% of All Funds
27.06%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.79%
New
251
Increased
797
Reduced
713
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
1176
Alteri Wealth
California
$820K +$820K +1,305 New
IIA
1177
ICW Investment Advisors
Arizona
$814K +$205K +327 +34%
SIP
1178
Stoneridge Investment Partners
Pennsylvania
$813K
LFA
1179
Legacy Financial Advisors
Kentucky
$812K +$54.7K +87 +7%
MW
1180
Marcum Wealth
Ohio
$811K +$7.54K +12 +0.9%
SMA
1181
Sage Mountain Advisors
Georgia
$806K +$71.6K +114 +10%
TW
1182
TrinityPoint Wealth
Connecticut
$805K +$22.6K +36 +3%
WCM
1183
Weaver Capital Management
Georgia
$805K +$59.1K +94 +8%
PCM
1184
Park Capital Management
Wisconsin
$804K +$804K +1,279 New
SHFA
1185
SS&H Financial Advisors
Michigan
$802K
NHT
1186
New Hampshire Trust
New Hampshire
$801K +$10.1K +16 +1%
BIP
1187
Blueprint Investment Partners
North Carolina
$798K +$422K +671 +112%
BHBT
1188
Burke & Herbert Bank & Trust
Virginia
$796K
AWM
1189
Act Wealth Management
Texas
$795K
HWA
1190
Heritage Wealth Advisors
Virginia
$794K -$180K -287 -19%
GAM
1191
Gotham Asset Management
New York
$794K -$1.59M -2,536 -67%
HIA
1192
Harbor Investment Advisory
Maryland
$790K -$49K -78 -6%
GSIAS
1193
Garden State Investment Advisory Services
New Jersey
$790K +$17.6K +28 +2%
LIM
1194
Leavell Investment Management
Alabama
$786K -$49K -78 -6%
AFT
1195
Alpha Family Trust
California
$786K +$217K +345 +38%
VCA
1196
Verdence Capital Advisors
Maryland
$785K -$17K -27 -2%
PI
1197
PFG Investments
New York
$782K -$12.6K -20 -2%
GWP
1198
Gen-Wealth Partners
Michigan
$776K +$177K +281 +29%
PP
1199
PDS Planning
Ohio
$776K -$26.4K -42 -3%
MA
1200
MONECO Advisors
Connecticut
$773K +$72.3K +115 +10%