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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
GLR
1276
Great Lakes Retirement
Ohio
$649K +$3.19K +5 +0.5%
LSA
1277
Leonteq Securities AG
Switzerland
$645K +$210K +329 +46%
WBG
1278
Wharton Business Group
Pennsylvania
$643K -$8.3K -13 -1%
VFA
1279
Voya Financial Advisors
Connecticut
$641K -$27.4K -43 -4%
WAG
1280
Wallace Advisory Group
California
$640K
AGA
1281
Accuvest Global Advisors
Utah
$637K +$638K +1,000 New
CWM
1282
Concentric Wealth Management
California
$633K -$63.8K -100 -9%
NFG
1283
Nations Financial Group
Iowa
$631K +$117K +183 +22%
SPC
1284
Sigma Planning Corp
Michigan
$629K +$8.94K +14 +1%
CFP
1285
Catalyst Financial Partners
Massachusetts
$628K +$40.9K +64 +7%
FDP
1286
Financiere des Professionnels
Quebec, Canada
$628K +$646K +1,012 New
SHGA
1287
Sand Hill Global Advisors
California
$627K +$4.47K +7 +0.7%
PFS
1288
Prospera Financial Services
Texas
$626K +$11.5K +18 +2%
GWM
1289
Geneos Wealth Management
Colorado
$625K +$350K +549 +120%
EWM
1290
Evercore Wealth Management
New York
$622K
GCM
1291
Graham Capital Management
Connecticut
$621K
RC
1292
RBF Capital
California
$621K
RA
1293
Rational Advisors
New York
$621K +$402K +629 +170%
EDRH
1294
Edmond de Rothschild Holding
Switzerland
$620K -$158K -248 -20%
PCTC
1295
Perkins Coie Trust Company
Washington
$616K
CJ
1296
Caitlin John
Michigan
$614K +$480K +752 +637%
CT
1297
Caldwell Trust
Florida
$613K
GFP
1298
Gryphon Financial Partners
Ohio
$611K -$25.5K -40 -4%
HAS
1299
HBW Advisory Services
California
$608K -$3.46M -5,416 -85%
Koshinski Asset Management
1300
Koshinski Asset Management
Illinois
$605K +$48.5K +76 +8%

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.