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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
SWM
1376
Scissortail Wealth Management
Oklahoma
$501K +$504K +788 +8,756%
VC
1377
Veery Capital
Delaware
$499K
AWM
1378
Ariadne Wealth Management
California
$496K +$40.9K +64 +8%
TL
1379
Tradewinds LLC
North Carolina
$495K -$17.3K -27 -3%
FA
1380
Faithward Advisors
Pennsylvania
$495K +$75.4K +118 +18%
CCFM
1381
Clear Creek Financial Management
Washington
$494K +$10.2K +16 +2%
LB
1382
Legacy Bridge
Iowa
$491K -$12.8K -20 -2%
BOM
1383
Bank of Marin
California
$491K -$9.59K -15 -2%
FC
1384
Farringdon Capital
United Kingdom
$490K +$498K +780 New
IAIM
1385
International Assets Investment Management
Florida
$489K -$309M -483,543 -100%
BRWA
1386
B. Riley Wealth Advisors
Florida
$488K -$1.12M -1,755 -69%
VC
1387
Veracity Capital
Georgia
$485K +$39.6K +62 +9%
PWM
1388
Prentice Wealth Management
New York
$485K +$40.9K +64 +9%
PWMAG
1389
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$4.47K +7 +0.9%
PCS
1390
Private Client Services
Kentucky
$484K +$639 +1 +0.1%
OFG
1391
Oxford Financial Group
Indiana
$482K -$898K -1,405 -65%
BFA
1392
Beaumont Financial Advisors
Massachusetts
$482K +$1.28K +2 +0.3%
UIA
1393
Ulland Investment Advisors
Minnesota
$482K -$76.7K -120 -14%
BWA
1394
BlueSky Wealth Advisors
North Carolina
$481K
KGC
1395
Kennon-Green & Company
Ohio
$481K +$7.67K +12 +2%
CCA
1396
Conestoga Capital Advisors
Pennsylvania
$481K
DWM
1397
Drive Wealth Management
Utah
$478K +$11.5K +18 +2%
LSA
1398
Leonteq Securities AG
Switzerland
$477K -$179K -280 -27%
KFP
1399
KMG Fiduciary Partners
Ohio
$476K +$3.83K +6 +0.8%
FFA
1400
Fortune Financial Advisors
Kansas
$475K

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.