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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
GCP
1401
Gill Capital Partners
Colorado
$474K +$639 +1 +0.1%
BIA
1402
Bigelow Investment Advisors
Maine
$474K +$8.31K +13 +2%
SL
1403
SFM LLC
New Hampshire
$474K
AGWCA
1404
Annis Gardner Whiting Capital Advisors
Florida
$473K +$9.59K +15 +2%
SWM
1405
SeaCrest Wealth Management
New York
$472K +$40.9K +64 +9%
TWP
1406
Triad Wealth Partners
Kansas
$472K +$479K +750 New
EA
1407
Everpar Advisors
Oklahoma
$471K -$85.6K -134 -15%
AF
1408
Arrow Financial
New York
$471K
GWMR
1409
GC Wealth Management RIA
Massachusetts
$471K -$314K -491 -40%
Betterment LLC
1410
Betterment LLC
New York
$469K +$639 +1 +0.1%
OL
1411
OneFund LLC
Florida
$467K +$5.11K +8 +1%
1CP
1412
17 Capital Partners
Arizona
$464K +$19.2K +30 +4%
HAS
1413
HBW Advisory Services
California
$464K -$154K -241 -25%
KIA
1414
KCM Investment Advisors
California
$464K +$7.67K +12 +2%
WWM
1415
Western Wealth Management
Colorado
$463K +$62.6K +98 +15%
BF
1416
Brooklyn FI
New York
$461K -$129K -202 -22%
SEIA
1417
Signature Estate & Investment Advisors
California
$461K -$420K -657 -47%
TI
1418
Truepoint Inc
Ohio
$460K -$17.3K -27 -4%
JAFL
1419
Jay A. Fishman Ltd
Michigan
$460K
KWS
1420
Keystone Wealth Services
California
$458K
SEA
1421
Stegent Equity Advisors
Texas
$458K
BWP
1422
Bernardo Wealth Planning
Pennsylvania
$456K +$8.31K +13 +2%
JBA
1423
Johnson Bixby & Associates
Washington
$456K
LSA
1424
Lansing Street Advisors
Pennsylvania
$455K +$463K +724 New
MC
1425
Moors & Cabot
Massachusetts
$455K +$42.2K +66 +10%

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.