We are live on ! Find out more

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
LCWP
1326
Legacy Capital Wealth Partners
Arkansas
$568K -$98.3K -154 -14%
IFG
1327
Independent Financial Group
California
$568K -$8.3K -13 -1%
FNBOH
1328
First National Bank of Hutchinson
Kansas
$564K -$79.2K -124 -12%
AFT
1329
Alpha Family Trust
California
$562K
GGI
1330
Godsey & Gibb Inc
Virginia
$562K
BDFN
1331
Bond & Devick Financial Network
Minnesota
$561K
SACTSONJ
1332
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$559K
FFG
1333
Fiduciary Financial Group
California
$553K
JWA
1334
JFS Wealth Advisors
Pennsylvania
$552K +$1.28K +2 +0.2%
UIA
1335
Ulland Investment Advisors
Minnesota
$551K
PDL
1336
Portfolio Design Labs
California
$551K -$3M -4,707 -84%
EA
1337
Everpar Advisors
Oklahoma
$549K +$12.1K +19 +2%
PW
1338
Paladin Wealth
Minnesota
$545K +$560K +877 New
IF
1339
Intrua Financial
Texas
$544K +$61.3K +96 +12%
PWP
1340
Precedent Wealth Partners
Texas
$542K +$230K +360 +70%
MAG
1341
M3 Advisory Group
Massachusetts
$541K +$74.7K +117 +15%
TFF
1342
The Family Firm
Maryland
$541K +$60.6K +95 +12%
BOC
1343
Bull Oak Capital
California
$541K -$85.5K -134 -13%
DFCM
1344
Dark Forest Capital Management
Puerto Rico
$541K +$556K +871 New
PL
1345
Plancorp LLC
Missouri
$540K -$7.02K -11 -1%
PFA
1346
Pathway Financial Advisors
Vermont
$540K
TL
1347
Tradewinds LLC
North Carolina
$537K -$1.92K -3 -0.3%
KWM
1348
KFG Wealth Management
Indiana
$531K +$9.57K +15 +2%
EWA
1349
Exencial Wealth Advisors
Oklahoma
$530K -$109K -171 -17%
CAG
1350
Csenge Advisory Group
Florida
$530K +$10.2K +16 +2%

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.