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Intuit

2,033 hedge funds and large institutions have $147B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 713 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
+87
Holders Change %
+4.47%
% of All Funds
27.06%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.79%
New
251
Increased
797
Reduced
713
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
1226
Legacy Capital Wealth Partners
Arkansas
$721K +$147K +234 +26%
BCM
1227
Bourgeon Capital Management
Connecticut
$720K +$720K +1,146 New
AG
1228
Ascent Group
Virginia
$718K -$55.3K -88 -7%
FFS
1229
Founders Financial Securities
Maryland
$718K +$136K +217 +23%
RSWM
1230
Robertson Stephens Wealth Management
California
$717K -$1.48M -2,351 -67%
CWP
1231
Curated Wealth Partners
California
$713K -$73.5K -117 -9%
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$713K +$36.5K +58 +5%
FAFN
1233
First Affirmative Financial Network
Colorado
$710K -$57.2K -91 -7%
BCG
1234
Breakwater Capital Group
New Jersey
$710K -$9.43K -15 -1%
CCWM
1235
Correct Capital Wealth Management
Missouri
$707K +$26.4K +42 +4%
GGV
1236
GG Group Ventures
Florida
$705K -$312K -496 -31%
RMCM
1237
Reynders McVeigh Capital Management
Massachusetts
$700K -$8.8K -14 -1%
JAG
1238
Journey Advisory Group
Kentucky
$698K
TCPG
1239
Trivant Custom Portfolio Group
California
$694K
TE
1240
Tema ETFs
New York
$694K +$694K +1,105 New
FM
1241
Freemont Management
Switzerland
$691K
PFS
1242
Prospera Financial Services
Texas
$690K +$56.6K +90 +9%
KLCM
1243
KG&L Capital Management
Louisiana
$688K -$319K -507 -32%
CPWA
1244
Cerro Pacific Wealth Advisors
California
$688K -$53.4K -86 -7%
VW
1245
Vance Wealth
California
$687K +$2.51K +4 +0.4%
ALAM
1246
Asahi Life Asset Management
Japan
$687K +$292K +465 +74%
TC
1247
Truvestments Capital
Florida
$683K +$5.66K +9 +0.8%
TA
1248
TFB Advisors
Kansas
$683K -$3.14K -5 -0.5%
MIC
1249
Maxi Investments CY
Cyprus
$681K +$681K +1,083 New
1SB
1250
1ST Source Bank
Indiana
$681K -$33.9K -54 -5%