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Intuit

1,946 hedge funds and large institutions have $141B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 805 increasing their positions, 699 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
28.15%
Holding in Top 10
55
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-33.73%
% of All Funds
0.8%
New
142
Increased
805
Reduced
699
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
SEA
1401
Stegent Equity Advisors
Texas
$453K
KIA
1402
KCM Investment Advisors
California
$451K +$6.83K +11 +2%
JBA
1403
Johnson Bixby & Associates
Washington
$450K
PWP
1404
Perfromance Wealth Partners
Illinois
$448K +$448K +722 New
OFS
1405
OneAscent Financial Services
Alabama
$447K +$447K +720 New
CPC
1406
Congress Park Capital
New York
$442K -$9.32K -15 -2%
VC
1407
Veracity Capital
Georgia
$441K +$31.1K +50 +8%
OWP
1408
Obermeyer Wealth Partners
Colorado
$440K
1CP
1409
17 Capital Partners
Arizona
$440K +$621 +1 +0.1%
PWM
1410
Prentice Wealth Management
New York
$440K +$212K +342 +93%
FSA
1411
Fort Sheridan Advisors
Illinois
$439K
CIAS
1412
Capital Investment Advisory Services
North Carolina
$438K
G
1413
GenTrust
Florida
$438K +$438K +706 New
USB
1414
Union Savings Bank
Connecticut
$438K
CT
1415
Clearstead Trust
Maine
$437K -$104K -167 -19%
BWP
1416
Bernardo Wealth Planning
Pennsylvania
$437K -$2.44K -4 -0.6%
NC
1417
NovaPoint Capital
Georgia
$437K +$13.7K +22 +3%
MUAMU
1418
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$435K
CICI
1419
Capital Investment Counsel Inc
North Carolina
$435K
PK
1420
Pflug Koory
Nebraska
$435K +$435K +700 New
PWMG
1421
Prestige Wealth Management Group
New Jersey
$432K -$3.73K -6 -0.9%
WAG
1422
Winthrop Advisory Group
Massachusetts
$428K -$2.48K -4 -0.6%
SWM
1423
SeaCrest Wealth Management
New York
$427K +$18K +29 +4%
CWG
1424
Cornerstone Wealth Group
North Carolina
$426K +$11.2K +18 +3%
RP
1425
Riverwater Partners
Wisconsin
$420K -$9.72K -16 -2%