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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
1326
Voya Financial Advisors
Connecticut
$579K -$75.4K -118 -11%
NI
1327
Natural Investments
California
$577K +$587K +919 New
CD
1328
Chapin Davis
Maryland
$575K
FFG
1329
Fiduciary Financial Group
California
$572K +$10.2K +16 +2%
GGI
1330
Godsey & Gibb Inc
Virginia
$569K
MBTD
1331
Mechanics Bank - Trust Department
California
$568K +$174K +272 +43%
KWM
1332
KFG Wealth Management
Indiana
$566K +$28.8K +45 +5%
SACTSONJ
1333
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$566K
AIC
1334
Argus Investors Counsel
New York
$563K -$27.5K -43 -5%
MWM
1335
MorganRosel Wealth Management
Colorado
$563K -$155K -243 -21%
CCIA
1336
Campbell & Co Investment Adviser
Maryland
$562K -$960K -1,503 -63%
BDFN
1337
Bond & Devick Financial Network
Minnesota
$561K
FAM
1338
Fred Alger Management
New York
$560K -$130K -204 -19%
CDDEC
1339
Caisse Des Depots Et Consignations
France
$560K +$569K +891 New
JWA
1340
JFS Wealth Advisors
Pennsylvania
$560K +$1.28K +2 +0.2%
PL
1341
Plancorp LLC
Missouri
$559K +$12.1K +19 +2%
TW
1342
Transform Wealth
Colorado
$556K +$68.4K +107 +14%
CH
1343
Cromwell Holdings
Wyoming
$552K +$35.1K +55 +7%
MAG
1344
M3 Advisory Group
Massachusetts
$551K +$2.56K +4 +0.5%
TFF
1345
The Family Firm
Maryland
$548K
BOC
1346
Bull Oak Capital
California
$547K
PFA
1347
Pathway Financial Advisors
Vermont
$546K
NAS
1348
Nicolet Advisory Services
Wisconsin
$544K +$47.9K +75 +9%
C
1349
Certuity
Florida
$542K +$55.6K +87 +11%
CT
1350
Chicago Trust
Illinois
$542K -$233K -365 -30%

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.