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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
WAG
1276
Wallace Advisory Group
California
$640K -$31K -50 -5%
PWMAG
1277
Pinnacle Wealth Management Advisory Group
New Jersey
$639K +$15.5K +25 +3%
TWM
1278
Tolleson Wealth Management
Texas
$637K
MAM
1279
MWA Asset Management
Massachusetts
$637K -$1.24K -2 -0.2%
TCM
1280
Traynor Capital Management
Pennsylvania
$636K
SMA
1281
Seven Mile Advisory
New Jersey
$636K +$28.5K +46 +5%
PTC
1282
Private Trust Company
Ohio
$630K -$31K -50 -5%
MYIA
1283
Mount Yale Investment Advisors
Colorado
$628K -$430K -693 -42%
HWA
1284
HCR Wealth Advisors
California
$628K
HFW
1285
Horizon Family Wealth
Illinois
$627K +$620 +1 +0.1%
AC
1286
Abbrea Capital
California
$624K -$89.9K -145 -13%
RH
1287
RFG Holdings
Texas
$623K +$244K +393 +71%
CFP
1288
Catalyst Financial Partners
Massachusetts
$623K +$15.5K +25 +3%
APW
1289
Austin Private Wealth
Texas
$621K +$28.5K +46 +5%
IFU
1290
iSAM Funds (UK)
United Kingdom
$619K +$584K +942 New
EFG
1291
Ethos Financial Group
Pennsylvania
$616K +$19.8K +32 +4%
CD
1292
Chapin Davis
Maryland
$611K -$95.5K -154 -14%
C
1293
Certuity
Florida
$610K -$38.5K -62 -6%
IFG
1294
Independent Financial Group
California
$609K +$50.2K +81 +10%
BCA
1295
Bay Colony Advisors
Massachusetts
$605K +$71.3K +115 +14%
BPCE
1296
Bank Pictet & Cie (Europe)
Germany
$605K +$571K +921 New
CCA
1297
Conestoga Capital Advisors
Pennsylvania
$601K -$251K -405 -31%
FFG
1298
Fiduciary Financial Group
California
$601K +$559K +902 New
IIC
1299
Integrated Investment Consultants
Michigan
$600K
GSC
1300
Ground Swell Capital
South Carolina
$599K +$565K +911 New

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.