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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
MIA
1176
MMBG Investment Advisors
Florida
$845K
TF
1177
Trek Financial
Arizona
$843K +$337K +527 +65%
PCG
1178
PFC Capital Group
California
$842K -$3.19K -5 -0.4%
BMCM
1179
Bryn Mawr Capital Management
Pennsylvania
$835K -$197K -308 -19%
HG
1180
Harbor Group
New Hampshire
$835K
PWP
1181
Principle Wealth Partners
Connecticut
$835K +$75.4K +118 +10%
FAIM
1182
Financial Advocates Investment Management
Washington
$834K +$68.4K +107 +9%
TS
1183
Triglav Skladi
Slovenia
$833K +$847K +1,325 New
AC
1184
AlphaCore Capital
California
$832K -$176K -276 -17%
CPC
1185
Consolidated Planning Corp
Georgia
$830K -$96.5K -151 -10%
HWA
1186
HCR Wealth Advisors
California
$822K +$1.28K +2 +0.2%
HPM
1187
Hoxton Planning & Management
West Virginia
$821K -$2.56K -4 -0.3%
AW
1188
Alteri Wealth
California
$820K +$834K +1,305 New
IIA
1189
ICW Investment Advisors
Arizona
$814K +$209K +327 +34%
SIP
1190
Stoneridge Investment Partners
Pennsylvania
$813K
LFA
1191
Legacy Financial Advisors
Kentucky
$812K +$55.6K +87 +7%
MW
1192
Marcum Wealth
Ohio
$811K +$7.67K +12 +0.9%
SMA
1193
Sage Mountain Advisors
Georgia
$806K +$72.8K +114 +10%
TW
1194
TrinityPoint Wealth
Connecticut
$805K +$23K +36 +3%
WCM
1195
Weaver Capital Management
Georgia
$805K +$60.1K +94 +8%
PCM
1196
Park Capital Management
Wisconsin
$804K +$817K +1,279 New
SHFA
1197
SS&H Financial Advisors
Michigan
$802K
NHT
1198
New Hampshire Trust
New Hampshire
$801K +$10.2K +16 +1%
BIP
1199
Blueprint Investment Partners
North Carolina
$798K +$429K +671 +112%
BHBT
1200
Burke & Herbert Bank & Trust
Virginia
$796K

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.