We are live on ! Find out more

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
PS
1426
Planned Solutions
California
$442K
CAL
1427
Capital Advisors Ltd
Ohio
$441K +$6.82K +11 +2%
CWG
1428
Cornerstone Wealth Group
North Carolina
$439K +$146K +235 +54%
TPWA
1429
Twin Peaks Wealth Advisors
California
$436K -$16.7K -27 -4%
VC
1430
Veracity Capital
Georgia
$434K -$115K -186 -22%
SWM
1431
SeaCrest Wealth Management
New York
$432K +$26.1K +42 +7%
FTIS
1432
First Trust Investment Solutions
Florida
$432K +$34.7K +56 +9%
ESB
1433
Essex Savings Bank
Connecticut
$430K +$24.2K +39 +6%
SCP
1434
Sivia Capital Partners
California
$427K +$45.3K +73 +13%
9WM
1435
9258 Wealth Management
Ohio
$427K +$620 +1 +0.2%
GEA
1436
Glen Eagle Advisors
New Jersey
$425K -$18K -29 -4%
DPIM
1437
Duff & Phelps Investment Management
Illinois
$423K
TNB
1438
Thomasville National Bank
Georgia
$423K
HFAS
1439
Hummer Financial Advisory Services
Illinois
$421K
EL
1440
EWA LLC
Pennsylvania
$419K -$620 -1 -0.2%
WMP
1441
Wealth Management Partners
Arizona
$419K +$18K +29 +5%
JWCA
1442
J.W. Coons Advisors
Ohio
$418K +$93.7K +151 +31%
MBTD
1443
Mechanics Bank - Trust Department
California
$415K -$21.1K -34 -5%
SPWG
1444
Sage Private Wealth Group
Illinois
$415K +$37.8K +61 +11%
KFS
1445
Kurt F. Somerville
$414K
CNB
1446
Camden National Bank
Maine
$413K
SIMG
1447
Sonora Investment Management Group
Arizona
$410K
RBFC
1448
Roman Butler Fullerton & Co
Missouri
$408K +$399K +644 New
MC
1449
Moors & Cabot
Massachusetts
$407K -$6.2K -10 -2%
GC
1450
Gratus Capital
Georgia
$406K -$14M -22,638 -97%

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.