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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
CAM
1351
Concorde Asset Management
Michigan
$528K -$16.6K -26 -3%
ICP
1352
Interchange Capital Partners
Pennsylvania
$528K -$16.6K -26 -3%
MCM
1353
Mattern Capital Management
Colorado
$527K +$39.6K +62 +8%
AWM
1354
Ariadne Wealth Management
California
$527K +$499K +782 New
APP
1355
Avantax Planning Partners
Iowa
$523K -$511K -801 -49%
SB
1356
Simmons Bank
Arkansas
$523K +$12.1K +19 +2%
CBT
1357
CoreFirst Bank & Trust
Kansas
$522K
FFO
1358
Fiduciary Family Office
Florida
$520K -$427K -669 -44%
WTB
1359
Washington Trust Bank
Washington
$519K -$22.3K -35 -4%
OC
1360
Oakworth Capital
Alabama
$519K
CH
1361
Cromwell Holdings
Wyoming
$511K
HBT
1362
Hills Bank & Trust
Iowa
$510K
AR
1363
Apeiron RIA
Texas
$508K +$14.7K +23 +3%
TF
1364
Trek Financial
Arizona
$506K +$82.3K +129 +19%
BG
1365
Bahl & Gaynor
Ohio
$504K
AOWM
1366
Alpha Omega Wealth Management
Virginia
$502K -$1.28K -2 -0.2%
BLAM
1367
Bourne Lent Asset Management
New York
$500K
MIAS
1368
Mason Investment Advisory Services
Virginia
$498K +$638 +1 +0.1%
IC
1369
Iconiq Capital
California
$498K -$1.13M -1,772 -69%
LB
1370
Legacy Bridge
Iowa
$498K -$3.19K -5 -0.6%
AA
1371
Alta Advisers
United Kingdom
$497K
SWM
1372
Scissortail Wealth Management
Oklahoma
$495K -$13M -20,434 -100%
RIG
1373
Ramiah Investment Group
Wisconsin
$495K -$238K -373 -32%
BOM
1374
Bank of Marin
California
$495K +$1.28K +2 +0.3%
VC
1375
Veery Capital
Delaware
$493K -$638 -1 -0.1%

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.