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Intuit

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
AC
1301
Allstate Corporation
Illinois
$596K +$32.9K +53 +6%
MCWA
1302
Meadow Creek Wealth Advisors
Georgia
$595K +$19.8K +32 +4%
GGI
1303
Godsey & Gibb Inc
Virginia
$595K
AFT
1304
Alpha Family Trust
California
$595K
BDFN
1305
Bond & Devick Financial Network
Minnesota
$594K
Simplex Trading
1306
Simplex Trading
Illinois
$592K +$301K +485 +117%
SACTSONJ
1307
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$591K
PCMH
1308
Polymer Capital Management (HK)
Hong Kong
$591K +$558K +900 New
WAP
1309
Wealthcare Advisory Partners
Pennsylvania
$584K +$59.5K +96 +12%
WSCM
1310
Wellington Shields Capital Management
New York
$584K +$8.68K +14 +2%
GEM
1311
Global Endowment Management
North Carolina
$584K +$94.3K +152 +21%
Koshinski Asset Management
1312
Koshinski Asset Management
Illinois
$584K -$122K -196 -18%
JWA
1313
JFS Wealth Advisors
Pennsylvania
$583K -$432K -696 -44%
UIA
1314
Ulland Investment Advisors
Minnesota
$583K
PL
1315
Plancorp LLC
Missouri
$579K +$10.5K +17 +2%
CAM
1316
Concorde Asset Management
Michigan
$576K -$33.5K -54 -6%
ICP
1317
Interchange Capital Partners
Pennsylvania
$575K -$50.9K -82 -9%
CT
1318
Clearstead Trust
Maine
$572K +$620 +1 +0.1%
WTB
1319
Washington Trust Bank
Washington
$572K -$1.24K -2 -0.2%
PFA
1320
Pathway Financial Advisors
Vermont
$571K
TL
1321
Tradewinds LLC
North Carolina
$571K +$538K +868 New
EA
1322
Everpar Advisors
Oklahoma
$568K +$18K +29 +3%
VHAM
1323
Van Hulzen Asset Management
California
$567K +$16.1K +26 +3%
FFS
1324
Founders Financial Securities
Maryland
$567K +$88.7K +143 +20%
CCS
1325
Concentric Capital Strategies
Connecticut
$566K +$534K +861 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.