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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1226
Motiv8 Investments
Florida
$745K +$72.1K +113 +10%
RL
1227
Retireful LLC
Michigan
$740K +$761K +1,192 New
PT
1228
Plimoth Trust
Massachusetts
$739K -$22.3K -35 -3%
WCM
1229
Weaver Capital Management
Georgia
$737K +$313K +491 +71%
AWA
1230
Alta Wealth Advisors
Massachusetts
$734K +$19.1K +30 +3%
NRS
1231
Neville Rodie & Shaw
New York
$732K -$17.9K -28 -2%
KWM
1232
Kolinsky Wealth Management
New Jersey
$728K -$14K -22 -2%
CWM
1233
Connecticut Wealth Management
Connecticut
$726K -$46.6K -73 -6%
SIA
1234
SGL Investment Advisors
Montana
$725K +$661K +1,035 New
SMA
1235
Sage Mountain Advisors
Georgia
$725K +$112K +175 +18%
SB
1236
Strategic Blueprint
Georgia
$725K +$14K +22 +2%
VHAM
1237
Van Hulzen Asset Management
California
$722K +$191K +300 +35%
MWM
1238
Meridian Wealth Management
Kentucky
$722K +$742K +1,162 New
MFG
1239
Magnus Financial Group
New York
$717K +$16K +25 +2%
SFCL
1240
Strengthening Families & Communities LLC
Massachusetts
$714K +$638 +1 +0.1%
Fidelity International
1241
Fidelity International
Bermuda
$712K +$368K +576 +101%
BCG
1242
Breakwater Capital Group
New Jersey
$710K +$7.66K +12 +1%
ACP
1243
Arcus Capital Partners
Georgia
$710K +$730K +1,143 New
MWM
1244
MorganRosel Wealth Management
Colorado
$707K -$142K -223 -16%
CCA
1245
Childress Capital Advisors
Texas
$706K +$22.3K +35 +3%
1SB
1246
1ST Source Bank
Indiana
$706K -$5.75K -9 -0.8%
RMCM
1247
Reynders McVeigh Capital Management
Massachusetts
$701K -$12.8K -20 -2%
JAG
1248
Journey Advisory Group
Kentucky
$698K
GT
1249
Glenview Trust
Kentucky
$698K -$24.9K -39 -3%
DCM
1250
DGS Capital Management
New Jersey
$698K -$27.4K -43 -4%

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.