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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
NAMNJ
1376
NorthStar Asset Management (New Jersey)
New Jersey
$491K -$3.83K -6 -0.8%
WC
1377
Waterloo Capital
Texas
$490K +$49.8K +78 +11%
WC
1378
Woodstock Corp
Massachusetts
$485K -$30K -47 -6%
CG
1379
Cynosure Group
Utah
$483K +$5.75K +9 +1%
TW
1380
Transform Wealth
Colorado
$483K
SAA
1381
Southeast Asset Advisors
Georgia
$483K
NAS
1382
Nicolet Advisory Services
Wisconsin
$482K -$8.94K -14 -2%
C
1383
Certuity
Florida
$481K -$98.3K -154 -17%
PWA
1384
Prairie Wealth Advisors
Nebraska
$480K -$8.3K -13 -2%
WAP
1385
Wealthcare Advisory Partners
Pennsylvania
$479K -$74.7K -117 -13%
PCS
1386
Private Client Services
Kentucky
$478K +$638 +1 +0.1%
CCFM
1387
Clear Creek Financial Management
Washington
$478K +$7.02K +11 +1%
KIG
1388
Kowal Investment Group
Wisconsin
$477K +$250K +391 +104%
Optiver Holding
1389
Optiver Holding
Netherlands
$476K -$690K -1,081 -59%
BWA
1390
BlueSky Wealth Advisors
North Carolina
$476K
CCA
1391
Conestoga Capital Advisors
Pennsylvania
$475K -$95.7K -150 -16%
LW
1392
Libra Wealth
California
$475K +$488K +765 New
BFA
1393
Beaumont Financial Advisors
Massachusetts
$475K -$221K -346 -31%
PWMAG
1394
Pinnacle Wealth Management Advisory Group
New Jersey
$474K -$133K -208 -21%
TCM
1395
Telos Capital Management
California
$472K +$6.38K +10 +1%
TI
1396
Truepoint Inc
Ohio
$471K -$16.6K -26 -3%
FFA
1397
Fortune Financial Advisors
Kansas
$469K
KGC
1398
Kennon-Green & Company
Ohio
$468K
SL
1399
SFM LLC
New Hampshire
$468K -$30.6K -48 -6%
GCP
1400
Gill Capital Partners
Colorado
$468K

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.