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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
1351
Intrua Financial
Texas
$512K +$512K +780 New
TW
1352
Transform Wealth
Colorado
$511K -$22.3K -34 -4%
SAA
1353
Southeast Asset Advisors
Georgia
$511K – – –
TFF
1354
The Family Firm
Maryland
$511K +$657 +1 +0.1%
CA
1355
Crewe Advisors
Utah
$509K -$1.97K -3 -0.4%
CG
1356
Cynosure Group
Utah
$505K +$90K +137 +22%
CIM
1357
Chapman Investment Management
California
$505K – – –
IWA
1358
IBEX Wealth Advisors
New Jersey
$505K +$505K +769 New
PCS
1359
Private Client Services
Kentucky
$505K +$1.31K +2 +0.3%
BWA
1360
BlueSky Wealth Advisors
North Carolina
$503K – – –
PWM
1361
Pacific Wealth Management
California
$501K +$97.9K +149 +24%
CCFM
1362
Clear Creek Financial Management
Washington
$498K +$25K +38 +5%
FFA
1363
Fortune Financial Advisors
Kansas
$497K – – –
MAG
1364
M3 Advisory Group
Massachusetts
$496K +$74.3K +113 +18%
KGC
1365
Kennon-Green & Company
Ohio
$496K +$17.1K +26 +4%
GCP
1366
Gill Capital Partners
Colorado
$495K – – –
SP
1367
Symmetry Partners
Connecticut
$494K -$127K -194 -21%
EAM
1368
Empirical Asset Management
Massachusetts
$494K +$494K +6,373 New
TCM
1369
Telos Capital Management
California
$493K -$49.3K -75 -9%
AF
1370
Arrow Financial
New York
$493K – – –
DWM
1371
Drive Wealth Management
Utah
$493K +$16.4K +25 +3%
TWA
1372
TCI Wealth Advisors
Arizona
$487K +$4.6K +7 +1%
MAG
1373
MRA Advisory Group
New Jersey
$484K -$36.8K -56 -7%
VAM
1374
Verity Asset Management
North Carolina
$483K -$11.2K -17 -2%
OL
1375
OneFund LLC
Florida
$482K +$8.54K +13 +2%
53 54
55
56 57