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Intuit

1,946 hedge funds and large institutions have $141B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 805 increasing their positions, 699 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
28.15%
Holding in Top 10
55
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-33.73%
% of All Funds
0.8%
New
142
Increased
805
Reduced
699
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
SHGA
1276
Sand Hill Global Advisors
California
$627K +$4.35K +7 +0.7%
PFS
1277
Prospera Financial Services
Texas
$626K +$11.2K +18 +2%
GWM
1278
Geneos Wealth Management
Colorado
$625K +$341K +549 +120%
EWM
1279
Evercore Wealth Management
New York
$622K
GCM
1280
Graham Capital Management
Connecticut
$621K
RC
1281
RBF Capital
California
$621K
RA
1282
Rational Advisors
New York
$621K +$391K +629 +170%
EDRH
1283
Edmond de Rothschild Holding
Switzerland
$620K -$154K -248 -20%
PCTC
1284
Perkins Coie Trust Company
Washington
$616K
CJ
1285
Caitlin John
Michigan
$614K +$531K +752 +637%
GFP
1286
Gryphon Financial Partners
Ohio
$611K -$24.8K -40 -4%
HAS
1287
HBW Advisory Services
California
$608K -$3.36M -5,416 -85%
Koshinski Asset Management
1288
Koshinski Asset Management
Illinois
$605K +$47.2K +76 +8%
MYIA
1289
Mount Yale Investment Advisors
Colorado
$604K +$10.6K +17 +2%
BCA
1290
Bay Colony Advisors
Massachusetts
$603K +$31.1K +50 +5%
TWM
1291
Tolleson Wealth Management
Texas
$602K
IIA
1292
ICW Investment Advisors
Arizona
$601K -$57.1K -92 -9%
MAM
1293
MWA Asset Management
Massachusetts
$599K -$2.48K -4 -0.4%
TIA
1294
Tiemann Investment Advisors
California
$597K -$15.5K -25 -3%
CPW
1295
Catalyst Private Wealth
California
$595K -$19.3K -31 -3%
APW
1296
Austin Private Wealth
Texas
$595K +$8.07K +13 +1%
TCM
1297
Traynor Capital Management
Pennsylvania
$594K -$6.21K -10 -1%
HFW
1298
Horizon Family Wealth
Illinois
$593K +$1.24K +2 +0.2%
GWP
1299
Gen-Wealth Partners
Michigan
$592K +$219K +353 +59%
PSP
1300
Principal Street Partners
Tennessee
$591K +$293K +446 +98%