We are live on ! Find out more

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
WBG
1276
Wharton Business Group
Pennsylvania
$650K
APW
1277
Aventura Private Wealth
Florida
$645K +$656K +1,026 New
AAS
1278
Ameritas Advisory Services
Nebraska
$639K +$423K +662 +187%
GWM
1279
Geneos Wealth Management
Colorado
$638K +$5.11K +8 +0.8%
APP
1280
Avantax Planning Partners
Iowa
$636K +$108K +169 +20%
NFG
1281
Nations Financial Group
Iowa
$634K -$5.11K -8 -0.8%
EWM
1282
Evercore Wealth Management
New York
$629K
CP
1283
Cumberland Partners
Ontario, Canada
$629K -$1.12M -1,750 -64%
RC
1284
RBF Capital
California
$629K
PW
1285
Paladin Wealth
Minnesota
$627K +$76.7K +120 +14%
WIA
1286
World Investment Advisors
California
$625K +$428K +670 +207%
PCTC
1287
Perkins Coie Trust Company
Washington
$623K
NCFG
1288
New Century Financial Group
New Jersey
$621K -$141K -221 -18%
WWM
1289
Whalen Wealth Management
Nevada
$621K +$631K +988 New
CT
1290
Caldwell Trust
Florida
$620K
EDRH
1291
Edmond de Rothschild Holding
Switzerland
$618K -$10.2K -16 -2%
RWM
1292
Rockline Wealth Management
New York
$617K +$33.9K +53 +6%
GLR
1293
Great Lakes Retirement
Ohio
$614K -$44.1K -69 -7%
GBT
1294
Grove Bank & Trust
Florida
$613K +$27.5K +43 +5%
TWM
1295
Tolleson Wealth Management
Texas
$613K +$3.83K +6 +0.6%
SMA
1296
Seven Mile Advisory
New Jersey
$612K -$57.5K -90 -8%
OAM
1297
Oxford Asset Management
United Kingdom
$610K +$318K +497 +105%
PWP
1298
Precedent Wealth Partners
Texas
$605K +$58.1K +91 +10%
NG
1299
Novem Group
New York
$605K +$615K +962 New
T
1300
Tidemark
California
$604K -$212K -332 -26%

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.