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Intuit
INTU

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
1201
Thurston Springer Miller Herd & Titak
Indiana
$753K +$753K +1,144 New
SB
1202
Strategic Blueprint
Georgia
$753K +$108K +165 +17%
FAIM
1203
Financial Advocates Investment Management
Washington
$747K +$96K +146 +15%
AWM
1204
Accurate Wealth Management
Florida
$746K +$167K +255 +29%
CRI
1205
Colonial River Investments
Virginia
$745K +$5.26K +8 +0.7%
BCG
1206
Breakwater Capital Group
New Jersey
$744K +$2.63K +4 +0.4%
MFG
1207
Magnus Financial Group
New York
$743K +$657 +1 +0.1%
CWM
1208
Concentric Wealth Management
California
$736K – – –
HCS
1209
Himension Capital (Singapore)
Singapore
$733K +$733K +1,115 New
FFM
1210
Forum Financial Management
Illinois
$730K -$3.29K -5 -0.4%
BFA
1211
Beaumont Financial Advisors
Massachusetts
$730K +$1.97K +3 +0.3%
MA
1212
MONECO Advisors
Connecticut
$729K +$187K +285 +35%
LFA
1213
Legacy Financial Advisors
Kentucky
$727K +$15.8K +24 +2%
TCPG
1214
Trivant Custom Portfolio Group
California
$726K -$13.1K -20 -2%
CCA
1215
Childress Capital Advisors
Texas
$724K -$37.5K -57 -5%
FM
1216
Freemont Management
Switzerland
$723K -$3.68M -5,600 -84%
VW
1217
Vance Wealth
California
$722K -$394K -600 -35%
JSW
1218
Journey Strategic Wealth
New Jersey
$721K +$270K +410 +60%
ETIA
1219
Epic Trust Investment Advisors
Washington
$716K +$131K +199 +22%
MI
1220
Motiv8 Investments
Florida
$715K +$30.9K +47 +5%
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$707K +$3.94K +6 +0.6%
IFWM
1222
Institute for Wealth Management
Colorado
$705K +$2.63K +4 +0.4%
AWA
1223
Authentikos Wealth Advisory
California
$704K -$78.9K -120 -10%
VFA
1224
Voya Financial Advisors
Connecticut
$703K +$3.91K +6 +0.6%
AAB
1225
ABN AMRO Bank
Netherlands
$703K -$805K -1,214 -53%
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