We are live on ! Find out more

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
OC
1351
Oakworth Capital
Alabama
$537K +$12.8K +20 +2%
CJ
1352
Caitlin John
Michigan
$537K -$9.59K -15 -2%
AR
1353
Apeiron RIA
Texas
$537K +$23K +36 +4%
MSWA
1354
Marshall & Sterling Wealth Advisors
New York
$535K +$544K +852 New
SB
1355
Simmons Bank
Arkansas
$534K +$5.11K +8 +1%
SPC
1356
Sigma Planning Corp
Michigan
$534K -$104K -163 -16%
BWP
1357
Baldwin Wealth Partners
Massachusetts
$530K -$285K -446 -35%
RIG
1358
Ramiah Investment Group
Wisconsin
$530K +$29.4K +46 +6%
SI
1359
Severin Investments
Missouri
$530K +$539K +843 New
WC
1360
Waterloo Capital
Texas
$529K +$34.5K +54 +7%
CBT
1361
CoreFirst Bank & Trust
Kansas
$529K
KA
1362
KDT Advisors
New York
$528K +$537K +840 New
WTB
1363
Washington Trust Bank
Washington
$525K
TBT
1364
Texas Bank & Trust
Texas
$524K +$533K +834 New
PTC
1365
Petrus Trust Company
Texas
$521K +$208K +325 +64%
BSHC
1366
Breed's Hill Capital
Massachusetts
$521K +$155K +243 +42%
HBT
1367
Hills Bank & Trust
Iowa
$517K
EWA
1368
Exencial Wealth Advisors
Oklahoma
$514K -$23.6K -37 -4%
SCM
1369
Stevens Capital Management
Pennsylvania
$512K -$539K -843 -51%
RWP
1370
Revolve Wealth Partners
New Jersey
$511K +$308K +482 +146%
BG
1371
Bahl & Gaynor
Ohio
$510K
F8IS
1372
Figure 8 Investment Strategies
Idaho
$509K +$518K +810 New
AOWM
1373
Alpha Omega Wealth Management
Virginia
$508K
RF
1374
Rossby Financial
Florida
$507K +$516K +807 New
MIAS
1375
Mason Investment Advisory Services
Virginia
$505K +$1.28K +2 +0.2%

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.