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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
MYIA
1301
Mount Yale Investment Advisors
Colorado
$604K +$10.9K +17 +2%
BCA
1302
Bay Colony Advisors
Massachusetts
$603K +$31.9K +50 +5%
TWM
1303
Tolleson Wealth Management
Texas
$602K
IIA
1304
ICW Investment Advisors
Arizona
$601K -$58.7K -92 -9%
MAM
1305
MWA Asset Management
Massachusetts
$599K -$2.55K -4 -0.4%
TIA
1306
Tiemann Investment Advisors
California
$597K -$16K -25 -3%
CPW
1307
Catalyst Private Wealth
California
$595K -$19.8K -31 -3%
APW
1308
Austin Private Wealth
Texas
$595K +$8.3K +13 +1%
TCM
1309
Traynor Capital Management
Pennsylvania
$594K -$6.38K -10 -1%
HFW
1310
Horizon Family Wealth
Illinois
$593K +$1.28K +2 +0.2%
GWP
1311
Gen-Wealth Partners
Michigan
$592K +$225K +353 +59%
PSP
1312
Principal Street Partners
Tennessee
$591K +$285K +446 +98%
TC
1313
TwinBeech Capital
New York
$590K +$606K +950 New
PCP
1314
Proficio Capital Partners
Massachusetts
$588K -$543K -851 -47%
CCG
1315
Catalina Capital Group
California
$587K +$76.6K +120 +15%
AIC
1316
Argus Investors Counsel
New York
$583K -$42.1K -66 -7%
MCWA
1317
Meadow Creek Wealth Advisors
Georgia
$582K +$20.4K +32 +4%
BF
1318
Brooklyn FI
New York
$581K +$280K +439 +88%
PTC
1319
Private Trust Company
Ohio
$580K -$16K -25 -3%
GBT
1320
Grove Bank & Trust
Florida
$579K -$326K -511 -35%
BIA
1321
Bell Investment Advisors
California
$579K -$39.6K -62 -6%
RWM
1322
Rockline Wealth Management
New York
$577K +$47.9K +75 +9%
CD
1323
Chapin Davis
Maryland
$575K -$2.55K -4 -0.4%
FFS
1324
Founders Financial Securities
Maryland
$574K +$40.2K +63 +7%
WI
1325
WrapManager Inc
California
$573K +$357K +560 +155%

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.