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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
AWM
1201
Act Wealth Management
Texas
$795K
HWA
1202
Heritage Wealth Advisors
Virginia
$794K -$183K -287 -19%
GAM
1203
Gotham Asset Management
New York
$794K -$1.62M -2,536 -67%
HIA
1204
Harbor Investment Advisory
Maryland
$790K -$49.8K -78 -6%
GSIAS
1205
Garden State Investment Advisory Services
New Jersey
$790K +$17.9K +28 +2%
LIM
1206
Leavell Investment Management
Alabama
$786K -$49.8K -78 -6%
AFT
1207
Alpha Family Trust
California
$786K +$220K +345 +38%
VCA
1208
Verdence Capital Advisors
Maryland
$785K -$17.3K -27 -2%
PI
1209
PFG Investments
New York
$782K -$12.8K -20 -2%
GWP
1210
Gen-Wealth Partners
Michigan
$776K +$180K +281 +29%
PP
1211
PDS Planning
Ohio
$776K -$26.8K -42 -3%
MA
1212
MONECO Advisors
Connecticut
$773K +$73.5K +115 +10%
CPA
1213
Cardiff Park Advisors
California
$771K
KRSITF
1214
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$770K +$1.16M +1,810 +22%
RH
1215
RFG Holdings
Texas
$768K +$105K +164 +16%
BCA
1216
Bay Colony Advisors
Massachusetts
$764K +$157K +245 +25%
PDL
1217
Portfolio Design Labs
California
$764K +$210K +329 +37%
MWM
1218
Meridian Wealth Management
Kentucky
$762K +$32.6K +51 +4%
RPWA
1219
Regent Peak Wealth Advisors
Georgia
$762K -$12.1K -19 -2%
ST
1220
Spinnaker Trust
Maine
$761K -$1.92K -3 -0.2%
NSIM
1221
North Star Investment Management
Illinois
$760K
SB
1222
Strategic Blueprint
Georgia
$760K +$26.8K +42 +4%
JSW
1223
Journey Strategic Wealth
New Jersey
$754K -$5.11K -8 -0.7%
SC
1224
Scratch Capital
Idaho
$754K +$767K +1,200 New
NFA
1225
Northern Financial Advisors
Michigan
$752K -$90.7K -142 -11%

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.