We are live on ! Find out more

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
CANY
1251
Caxton Associates (New York)
New York
$696K -$2.17M -3,404 -75%
FFM
1252
Forum Financial Management
Illinois
$695K +$5.11K +8 +0.7%
AWA
1253
Aaron Wealth Advisors
Illinois
$694K -$71.5K -112 -9%
MA
1254
MONECO Advisors
Connecticut
$693K +$4.47K +7 +0.6%
TCPG
1255
Trivant Custom Portfolio Group
California
$686K
OLA
1256
Oliver Luxxe Assets
New Jersey
$683K -$83.6K -131 -11%
FM
1257
Freemont Management
Switzerland
$683K
QC
1258
Quadrature Capital
United Kingdom
$683K -$3.24M -5,083 -82%
FAM
1259
Fred Alger Management
New York
$680K -$12.5M -19,641 -95%
TA
1260
TFB Advisors
Kansas
$678K +$30.6K +48 +5%
VW
1261
Vance Wealth
California
$676K -$6.38K -10 -0.9%
CCWM
1262
Correct Capital Wealth Management
Missouri
$673K +$35.1K +55 +5%
MIS
1263
Morningstar Investment Services
Illinois
$672K -$55.5K -87 -7%
LAM
1264
L2 Asset Management
Massachusetts
$671K +$23K +36 +3%
TC
1265
Truvestments Capital
Florida
$669K +$10.2K +16 +2%
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$668K +$638 +1 +0.1%
AWA
1267
Authentikos Wealth Advisory
California
$665K
AWM
1268
Avitas Wealth Management
California
$664K -$51.1K -80 -7%
AF
1269
Aviso Financial
Ontario, Canada
$663K +$24.9K +39 +4%
FNT
1270
First National Trust
Pennsylvania
$663K +$43.4K +68 +7%
IIC
1271
Integrated Investment Consultants
Michigan
$662K +$91.3K +143 +15%
SMA
1272
Seven Mile Advisory
New Jersey
$660K +$61.3K +96 +10%
RH
1273
RFG Holdings
Texas
$656K +$68.3K +107 +11%
YC
1274
Yarbrough Capital
Tennessee
$655K
AC
1275
ASB Consultores
Florida
$654K +$1.92K +3 +0.3%

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.