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1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1401
Leonteq Securities AG
Switzerland
$467K -$3.61M -5,812 -89%
AIA
1402
Angeles Investment Advisors
California
$467K +$197K +318 +81%
OWP
1403
Obermeyer Wealth Partners
Colorado
$466K +$128K +207 +41%
1CP
1404
17 Capital Partners
Arizona
$465K +$9.3K +15 +2%
RP
1405
Riverwater Partners
Wisconsin
$465K +$33.5K +54 +8%
FSA
1406
Fort Sheridan Advisors
Illinois
$465K +$5.58K +9 +1%
IAIM
1407
International Assets Investment Management
Florida
$465K +$1.86K +3 +0.4%
CIAS
1408
Capital Investment Advisory Services
North Carolina
$464K
USB
1409
Union Savings Bank
Connecticut
$463K
Betterment LLC
1410
Betterment LLC
New York
$462K +$620 +1 +0.1%
JWM
1411
Janiczek Wealth Management
Colorado
$461K -$53.3K -86 -11%
PWMG
1412
Prestige Wealth Management Group
New Jersey
$461K -$13K -21 -3%
CICI
1413
Capital Investment Counsel Inc
North Carolina
$460K
MUAMU
1414
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$460K -$310K -500 -42%
WCM
1415
Weaver Capital Management
Georgia
$457K +$432K +696 New
WAG
1416
Winthrop Advisory Group
Massachusetts
$456K -$2.48K -4 -0.6%
HIM
1417
Hillsdale Investment Management
Ontario, Canada
$452K -$25.4K -41 -6%
TF
1418
Trek Financial
Arizona
$451K +$426K +686 New
NC
1419
NovaPoint Capital
Georgia
$448K +$6.2K +10 +1%
OR
1420
Olympiad Research
Connecticut
$447K +$422K +680 New
FFA
1421
Founders Financial Alliance
North Carolina
$444K +$186K +300 +80%
JGUA
1422
John G. Ullman & Associates
New York
$444K
SIC
1423
Samalin Investment Counsel
New York
$443K -$18.6K -30 -4%
SPA
1424
Sherbrooke Park Advisers
New York
$443K -$543K -875 -56%
SLT
1425
St Louis Trust
Missouri
$443K

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.