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Intuit

1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1251
Correct Capital Wealth Management
Missouri
$676K +$234K +377 +58%
AF
1252
Aviso Financial
Ontario, Canada
$676K +$638K +1,029 New
EWA
1253
Exencial Wealth Advisors
Oklahoma
$674K -$48.4K -78 -7%
GFP
1254
Gryphon Financial Partners
Ohio
$673K -$141K -228 -18%
PCMC
1255
Planning Capital Management Corporation
Pennsylvania
$662K +$443K +714 +244%
CWM
1256
Circle Wealth Management
New Jersey
$662K +$625K +1,007 New
BOC
1257
Bull Oak Capital
California
$661K
LI
1258
LRI Investments
Florida
$660K +$562K +906 +915%
AIC
1259
Argus Investors Counsel
New York
$660K -$32.9K -53 -5%
SHGA
1260
Sand Hill Global Advisors
California
$659K -$2.48K -4 -0.4%
BOH
1261
Bank of Hawaii
Hawaii
$659K -$1.14M -1,844 -65%
EWM
1262
Evercore Wealth Management
New York
$658K -$48.4K -78 -7%
GCM
1263
Graham Capital Management
Connecticut
$657K -$702K -1,131 -53%
GCM
1264
Glaxis Capital Management
Florida
$657K
RC
1265
RBF Capital
California
$657K
SPC
1266
Sigma Planning Corp
Michigan
$657K -$49.6K -80 -7%
FNT
1267
First National Trust
Pennsylvania
$657K +$22.3K +36 +4%
BIA
1268
Bell Investment Advisors
California
$654K +$3.1K +5 +0.5%
SMA
1269
Sage Mountain Advisors
Georgia
$653K +$31.6K +51 +5%
PCTC
1270
Perkins Coie Trust Company
Washington
$652K
PFS
1271
Prospera Financial Services
Texas
$651K -$63.9K -103 -9%
CPW
1272
Catalyst Private Wealth
California
$650K -$7.44K -12 -1%
BC
1273
Burney Company
Virginia
$650K -$4.34K -7 -0.7%
CT
1274
Caldwell Trust
Florida
$649K
TIA
1275
Tiemann Investment Advisors
California
$648K -$18.6K -30 -3%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.