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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 %
IF
1326
Intrua Financial
Texas
$544K +$59.6K +96 +12%
PWP
1327
Precedent Wealth Partners
Texas
$542K +$224K +360 +70%
MAG
1328
M3 Advisory Group
Massachusetts
$541K +$72.7K +117 +15%
TFF
1329
The Family Firm
Maryland
$541K +$59K +95 +12%
BOC
1330
Bull Oak Capital
California
$541K -$83.2K -134 -13%
DFCM
1331
Dark Forest Capital Management
Puerto Rico
$541K +$541K +871 New
PL
1332
Plancorp LLC
Missouri
$540K -$6.83K -11 -1%
PFA
1333
Pathway Financial Advisors
Vermont
$540K
TL
1334
Tradewinds LLC
North Carolina
$537K -$1.86K -3 -0.3%
KWM
1335
KFG Wealth Management
Indiana
$531K +$9.32K +15 +2%
EWA
1336
Exencial Wealth Advisors
Oklahoma
$530K -$106K -171 -17%
CAG
1337
Csenge Advisory Group
Florida
$530K +$9.87K +16 +2%
CAM
1338
Concorde Asset Management
Michigan
$528K -$16.2K -26 -3%
ICP
1339
Interchange Capital Partners
Pennsylvania
$528K -$16.2K -26 -3%
MCM
1340
Mattern Capital Management
Colorado
$527K +$38.5K +62 +8%
AWM
1341
Ariadne Wealth Management
California
$527K +$527K +782 New
APP
1342
Avantax Planning Partners
Iowa
$523K -$497K -801 -49%
SB
1343
Simmons Bank
Arkansas
$523K +$11.8K +19 +2%
CBT
1344
CoreFirst Bank & Trust
Kansas
$522K
FFO
1345
Fiduciary Family Office
Florida
$520K -$415K -669 -44%
WTB
1346
Washington Trust Bank
Washington
$519K -$21.7K -35 -4%
OC
1347
Oakworth Capital
Alabama
$519K
CH
1348
Cromwell Holdings
Wyoming
$511K
HBT
1349
Hills Bank & Trust
Iowa
$510K
AR
1350
Apeiron RIA
Texas
$508K +$14.3K +23 +3%