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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
CWM
1226
Connecticut Wealth Management
Connecticut
$751K +$16.6K +26 +2%
KWM
1227
Kolinsky Wealth Management
New Jersey
$749K +$12.1K +19 +2%
AFW
1228
Avantra Family Wealth
Pennsylvania
$744K +$756K +1,183 New
WA
1229
Wealth Architects
California
$741K -$58.1K -91 -7%
NRS
1230
Neville Rodie & Shaw
New York
$741K
PT
1231
Plimoth Trust
Massachusetts
$735K -$12.8K -20 -2%
SIM
1232
Sentry Investment Management
Wisconsin
$735K -$121K -190 -14%
VCM
1233
Verde Capital Management
Michigan
$734K +$329K +515 +79%
VHAM
1234
Van Hulzen Asset Management
California
$734K +$2.56K +4 +0.3%
MFG
1235
Magnus Financial Group
New York
$727K +$1.28K +2 +0.2%
CCA
1236
Childress Capital Advisors
Texas
$723K +$8.95K +14 +1%
GCM
1237
Graham Capital Management
Connecticut
$723K +$95.8K +150 +15%
LCWP
1238
Legacy Capital Wealth Partners
Arkansas
$721K +$150K +234 +26%
BCM
1239
Bourgeon Capital Management
Connecticut
$720K +$732K +1,146 New
AG
1240
Ascent Group
Virginia
$718K -$56.2K -88 -7%
FFS
1241
Founders Financial Securities
Maryland
$718K +$139K +217 +23%
RSWM
1242
Robertson Stephens Wealth Management
California
$717K -$1.5M -2,351 -67%
CWP
1243
Curated Wealth Partners
California
$713K -$74.8K -117 -9%
PFBT
1244
Parkside Financial Bank & Trust
Missouri
$713K +$37.1K +58 +5%
FAFN
1245
First Affirmative Financial Network
Colorado
$710K -$58.1K -91 -7%
BCG
1246
Breakwater Capital Group
New Jersey
$710K -$9.59K -15 -1%
CCWM
1247
Correct Capital Wealth Management
Missouri
$707K +$26.8K +42 +4%
GGV
1248
GG Group Ventures
Florida
$705K -$317K -496 -31%
RMCM
1249
Reynders McVeigh Capital Management
Massachusetts
$700K -$8.95K -14 -1%
JAG
1250
Journey Advisory Group
Kentucky
$698K

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.