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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
TCPG
1251
Trivant Custom Portfolio Group
California
$694K
TE
1252
Tema ETFs
New York
$694K +$706K +1,105 New
FM
1253
Freemont Management
Switzerland
$691K
PFS
1254
Prospera Financial Services
Texas
$690K +$57.5K +90 +9%
KLCM
1255
KG&L Capital Management
Louisiana
$688K -$324K -507 -32%
CPWA
1256
Cerro Pacific Wealth Advisors
California
$688K -$55K -86 -7%
VW
1257
Vance Wealth
California
$687K +$2.56K +4 +0.4%
ALAM
1258
Asahi Life Asset Management
Japan
$687K +$297K +465 +74%
TC
1259
Truvestments Capital
Florida
$683K +$5.75K +9 +0.8%
TA
1260
TFB Advisors
Kansas
$683K -$3.19K -5 -0.5%
MIC
1261
Maxi Investments CY
Cyprus
$681K +$692K +1,083 New
1SB
1262
1ST Source Bank
Indiana
$681K -$34.5K -54 -5%
SS
1263
Sunbelt Securities
Texas
$677K -$736K -1,152 -52%
IIC
1264
Integrated Investment Consultants
Michigan
$670K
WHCI
1265
W.H. Cornerstone Investments
Massachusetts
$670K -$174K -273 -20%
FNT
1266
First National Trust
Pennsylvania
$667K -$3.83K -6 -0.6%
Optiver Holding
1267
Optiver Holding
Netherlands
$666K +$188K +294 +38%
LAM
1268
L2 Asset Management
Massachusetts
$664K -$15.3K -24 -2%
YC
1269
Yarbrough Capital
Tennessee
$663K
AC
1270
ASB Consultores
Florida
$662K
BTI
1271
Blue Trust Inc
Georgia
$659K -$732K -1,146 -52%
AWM
1272
Avitas Wealth Management
California
$657K -$14.7K -23 -2%
CFP
1273
Catalyst Financial Partners
Massachusetts
$656K +$20.4K +32 +3%
DCM
1274
DGS Capital Management
New Jersey
$652K -$55K -86 -8%
SAA
1275
Southeast Asset Advisors
Georgia
$652K +$166K +260 +33%

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.