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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1351
Crewe Advisors
Utah
$505K +$505K +777 New
TFF
1352
The Family Firm
Maryland
$504K +$650 +1 +0.1%
CCG
1353
Catalina Capital Group
California
$502K +$502K +772 New
CIM
1354
Chapman Investment Management
California
$500K -$65K -100 -12%
PCS
1355
Private Client Services
Kentucky
$499K +$22.8K +35 +5%
BB
1356
Busey Bank
Illinois
$499K -$295K -454 -37%
BWA
1357
BlueSky Wealth Advisors
North Carolina
$498K
HIIFS
1358
Harel Insurance Investments & Financial Services
Israel
$495K -$650 -1 -0.1%
EFA
1359
Edge Financial Advisors
Illinois
$495K +$495K +761 New
NFG
1360
Nations Financial Group
Iowa
$495K +$650 +1 +0.1%
WC
1361
Wexford Capital
Florida
$494K +$494K +760 New
FFA
1362
Fortune Financial Advisors
Kansas
$491K -$88.4K -136 -15%
NCFG
1363
New Century Financial Group
New Jersey
$491K -$27.3K -42 -5%
VAM
1364
Verity Asset Management
North Carolina
$489K
FWM
1365
FFT Wealth Management
Pennsylvania
$489K +$34.5K +53 +8%
AF
1366
Arrow Financial
New York
$488K
BB
1367
Berkshire Bank
Massachusetts
$482K +$85.8K +132 +22%
GEM
1368
Global Endowment Management
North Carolina
$479K -$80K -123 -14%
CIC
1369
Carnegie Investment Counsel
Ohio
$478K +$30.6K +47 +7%
TWA
1370
TCI Wealth Advisors
Arizona
$477K -$1.3K -2 -0.3%
CMI
1371
Clare Market Investments
Texas
$476K
JAFL
1372
Jay A. Fishman Ltd
Michigan
$476K
AG
1373
AlTi Global
New York
$475K +$228K +350 +92%
KWS
1374
Keystone Wealth Services
California
$474K
SEA
1375
Stegent Equity Advisors
Texas
$474K