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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
VFA
1301
Values First Advisors
Tennessee
$603K +$490K +767 +397%
CPW
1302
Catalyst Private Wealth
California
$602K
HFW
1303
Horizon Family Wealth
Illinois
$601K +$639 +1 +0.1%
TIA
1304
Tiemann Investment Advisors
California
$601K -$3.19K -5 -0.5%
BPW
1305
Bingham Private Wealth
California
$601K +$611K +956 New
MCM
1306
Mattern Capital Management
Colorado
$599K +$66.5K +104 +12%
MAM
1307
MWA Asset Management
Massachusetts
$597K -$9.59K -15 -2%
CAG
1308
Csenge Advisory Group
Florida
$596K +$56.9K +89 +10%
MYIA
1309
Mount Yale Investment Advisors
Colorado
$595K -$17.3K -27 -3%
PTC
1310
Private Trust Company
Ohio
$592K +$5.11K +8 +0.9%
MCWA
1311
Meadow Creek Wealth Advisors
Georgia
$591K +$2.56K +4 +0.4%
WWP
1312
WR Wealth Planners
Missouri
$591K -$335K -525 -36%
FNBOH
1313
First National Bank of Hutchinson
Kansas
$590K +$19.2K +30 +3%
AWA
1314
Arete Wealth Advisors
Illinois
$587K +$252K +394 +73%
A
1315
AlphaQuest
New York
$586K -$459K -719 -44%
AWA
1316
Aaron Wealth Advisors
Illinois
$586K -$118K -184 -16%
BIA
1317
Bell Investment Advisors
California
$583K -$3.19K -5 -0.5%
AA
1318
Alta Advisers
United Kingdom
$583K +$81.8K +128 +16%
MS
1319
Maven Securities
Jersey
$583K -$601K -940 -50%
SSA
1320
Schonfeld Strategic Advisors
New York
$582K -$11.3M -17,695 -95%
AC
1321
AXQ Capital
New Jersey
$581K +$591K +925 New
WA
1322
Wealthstar Advisors
Texas
$581K +$591K +925 New
WAG
1323
Wallace Advisory Group
California
$581K -$24.9K -39 -4%
TCM
1324
Traynor Capital Management
Pennsylvania
$581K -$21.1K -33 -3%
CCG
1325
Catalina Capital Group
California
$580K -$15.3K -24 -3%

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.