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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 %
RPWA
1201
Regent Peak Wealth Advisors
Georgia
$765K +$46K +74 +6%
AG
1202
Ascent Group
Virginia
$764K -$2.22M -3,573 -74%
GSIAS
1203
Garden State Investment Advisory Services
New Jersey
$762K +$271K +436 +55%
CT
1204
Chicago Trust
Illinois
$762K +$29.2K +47 +4%
CPA
1205
Cardiff Park Advisors
California
$761K -$11.2K -18 -1%
FAFN
1206
First Affirmative Financial Network
Colorado
$758K -$35.4K -57 -4%
FAIM
1207
Financial Advocates Investment Management
Washington
$758K +$52.2K +84 +7%
ST
1208
Spinnaker Trust
Maine
$754K -$35.4K -57 -4%
NSIM
1209
North Star Investment Management
Illinois
$751K
PWP
1210
Principle Wealth Partners
Connecticut
$751K +$621 +1 +0.1%
JSW
1211
Journey Strategic Wealth
New Jersey
$750K +$69K +111 +10%
NCFG
1212
New Century Financial Group
New Jersey
$750K +$36K +58 +5%
CF
1213
Cyr Financial
Illinois
$750K +$31.1K +50 +4%
LFA
1214
Legacy Financial Advisors
Kentucky
$748K +$61.5K +99 +9%
EAM
1215
Empirical Asset Management
Massachusetts
$745K +$49K +449 +7%
MI
1216
Motiv8 Investments
Florida
$745K +$70.2K +113 +10%
RL
1217
Retireful LLC
Michigan
$740K +$740K +1,192 New
PT
1218
Plimoth Trust
Massachusetts
$739K -$21.7K -35 -3%
WCM
1219
Weaver Capital Management
Georgia
$737K +$305K +491 +71%
AWA
1220
Alta Wealth Advisors
Massachusetts
$734K +$18.6K +30 +3%
NRS
1221
Neville Rodie & Shaw
New York
$732K -$17.4K -28 -2%
KWM
1222
Kolinsky Wealth Management
New Jersey
$728K -$13.7K -22 -2%
CWM
1223
Connecticut Wealth Management
Connecticut
$726K -$45.3K -73 -6%
SIA
1224
SGL Investment Advisors
Montana
$725K +$725K +1,035 New
SMA
1225
Sage Mountain Advisors
Georgia
$725K +$109K +175 +18%