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1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
1351
NorthStar Asset Management (New Jersey)
New Jersey
$524K +$620 +1 +0.1%
VC
1352
Veery Capital
Delaware
$522K
BOM
1353
Bank of Marin
California
$522K +$49.6K +80 +11%
AR
1354
Apeiron RIA
Texas
$522K -$9.3K -15 -2%
GSIAS
1355
Garden State Investment Advisory Services
New Jersey
$520K +$118K +191 +32%
SP
1356
Saranac Partners
$519K
MCM
1357
Mattern Capital Management
Colorado
$517K +$110K +177 +29%
PWA
1358
Prairie Wealth Advisors
Nebraska
$517K
TI
1359
Truepoint Inc
Ohio
$516K -$26.1K -42 -5%
AG
1360
AlTi Global
New York
$515K +$33.5K +54 +7%
HBT
1361
Heartland Bank & Trust
Illinois
$514K -$761K -1,227 -61%
NAS
1362
Nicolet Advisory Services
Wisconsin
$514K -$59.5K -96 -11%
FCA
1363
Fortis Capital Advisors
Kansas
$513K +$41.6K +67 +9%
IF
1364
Intrua Financial
Texas
$512K +$484K +780 New
TW
1365
Transform Wealth
Colorado
$511K -$21.1K -34 -4%
SAA
1366
Southeast Asset Advisors
Georgia
$511K
TFF
1367
The Family Firm
Maryland
$511K +$620 +1 +0.1%
CA
1368
Crewe Advisors
Utah
$509K -$1.86K -3 -0.4%
CG
1369
Cynosure Group
Utah
$505K +$85K +137 +22%
CIM
1370
Chapman Investment Management
California
$505K
IWA
1371
IBEX Wealth Advisors
New Jersey
$505K +$477K +769 New
PCS
1372
Private Client Services
Kentucky
$505K +$1.24K +2 +0.3%
BWA
1373
BlueSky Wealth Advisors
North Carolina
$503K
PWM
1374
Pacific Wealth Management
California
$501K +$92.4K +149 +24%
CCFM
1375
Clear Creek Financial Management
Washington
$498K +$23.6K +38 +5%

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.