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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
HFW
1276
Horizon Family Wealth
Illinois
$619K +$3.25K +5 +0.5%
PWMAG
1277
Pinnacle Wealth Management Advisory Group
New Jersey
$616K +$23.4K +36 +4%
SP
1278
Symmetry Partners
Connecticut
$615K
CA
1279
CoreCap Advisors
Michigan
$614K -$1.51M -2,317 -71%
SMA
1280
Sage Mountain Advisors
Georgia
$612K -$15.6K -24 -2%
LAM
1281
L2 Asset Management
Massachusetts
$611K +$48.1K +74 +9%
CAM
1282
Concorde Asset Management
Michigan
$605K -$24.1K -37 -4%
IIC
1283
Integrated Investment Consultants
Michigan
$600K
SMA
1284
Seven Mile Advisory
New Jersey
$599K +$9.75K +15 +2%
GAM
1285
Gotham Asset Management
New York
$593K -$129K -198 -18%
FF
1286
Fluent Financial
Texas
$592K -$14.3K -22 -2%
GGI
1287
Godsey & Gibb Inc
Virginia
$588K
AFT
1288
Alpha Family Trust
California
$588K
EFG
1289
Ethos Financial Group
Pennsylvania
$588K +$118K +181 +25%
BDFN
1290
Bond & Devick Financial Network
Minnesota
$588K +$2.6K +4 +0.4%
SACTSONJ
1291
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$585K
NAS
1292
Nicolet Advisory Services
Wisconsin
$585K +$99.2K +154 +20%
AA
1293
Axiom Advisory
California
$583K
PEA
1294
Park Edge Advisors
Ohio
$582K -$2.6K -4 -0.4%
ETIA
1295
Epic Trust Investment Advisors
Washington
$579K +$18.2K +28 +3%
BHBT
1296
Burke & Herbert Bank & Trust
Virginia
$579K
UIA
1297
Ulland Investment Advisors
Minnesota
$577K +$57.9K +89 +11%
WSCM
1298
Wellington Shields Capital Management
New York
$569K
MCWA
1299
Meadow Creek Wealth Advisors
Georgia
$567K +$9.75K +15 +2%
WTB
1300
Washington Trust Bank
Washington
$567K +$24.1K +37 +4%