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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1426
Capital Investment Advisory Services
North Carolina
$438K
G
1427
GenTrust
Florida
$438K +$451K +706 New
USB
1428
Union Savings Bank
Connecticut
$438K
CT
1429
Clearstead Trust
Maine
$437K -$107K -167 -19%
BWP
1430
Bernardo Wealth Planning
Pennsylvania
$437K -$2.55K -4 -0.6%
NC
1431
NovaPoint Capital
Georgia
$437K +$14K +22 +3%
MUAMU
1432
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$435K
CICI
1433
Capital Investment Counsel Inc
North Carolina
$435K
PK
1434
Pflug Koory
Nebraska
$435K +$447K +700 New
PWMG
1435
Prestige Wealth Management Group
New Jersey
$432K -$3.83K -6 -0.9%
WAG
1436
Winthrop Advisory Group
Massachusetts
$428K -$2.55K -4 -0.6%
SWM
1437
SeaCrest Wealth Management
New York
$427K +$18.5K +29 +4%
CWG
1438
Cornerstone Wealth Group
North Carolina
$426K +$11.5K +18 +3%
RP
1439
Riverwater Partners
Wisconsin
$420K -$10.2K -16 -2%
FFA
1440
Founders Financial Alliance
North Carolina
$420K
JGUA
1441
John G. Ullman & Associates
New York
$419K
CAL
1442
Capital Advisors Ltd
Ohio
$419K +$3.19K +5 +0.7%
SLT
1443
St Louis Trust
Missouri
$419K
SCM
1444
Schnieders Capital Management
California
$418K +$65.7K +103 +18%
PS
1445
Planned Solutions
California
$417K
FA
1446
Faithward Advisors
Pennsylvania
$415K -$85.5K -134 -17%
AWE
1447
Avidian Wealth Enterprises
Texas
$414K +$113K +177 +36%
GA
1448
Geller Advisors
New York
$412K -$377K -591 -47%
TWM
1449
Tanager Wealth Management
United Kingdom
$412K +$31.9K +50 +8%
SCP
1450
Sivia Capital Partners
California
$412K +$8.3K +13 +2%

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.