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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
IFG
1426
Independent Financial Group
California
$454K -$122K -191 -21%
ICP
1427
Interchange Capital Partners
Pennsylvania
$454K -$82.4K -129 -15%
PWA
1428
Prairie Wealth Advisors
Nebraska
$451K -$35.8K -56 -7%
WC
1429
Woodstock Corp
Massachusetts
$447K -$44.7K -70 -9%
OWP
1430
Obermeyer Wealth Partners
Colorado
$446K
RZH
1431
Relyea Zuckerberg Hanson
Connecticut
$446K +$39K +61 +9%
NAMNJ
1432
NorthStar Asset Management (New Jersey)
New Jersey
$445K -$53K -83 -10%
FSA
1433
Fort Sheridan Advisors
Illinois
$444K
SS
1434
SBI Securities
Japan
$444K +$452K +707 New
G
1435
GenTrust
Florida
$444K +$639 +1 +0.1%
CT
1436
Clearstead Trust
Maine
$443K +$639 +1 +0.1%
NC
1437
NovaPoint Capital
Georgia
$443K +$1.28K +2 +0.3%
USB
1438
Union Savings Bank
Connecticut
$443K
CIAS
1439
Capital Investment Advisory Services
North Carolina
$441K -$2.56K -4 -0.6%
SAW
1440
Signal Advisors Wealth
Michigan
$440K +$35.8K +56 +9%
CICI
1441
Capital Investment Counsel Inc
North Carolina
$440K
PK
1442
Pflug Koory
Nebraska
$440K
MAA
1443
Matrix Asset Advisors
New York
$440K +$160K +250 +56%
PWMG
1444
Prestige Wealth Management Group
New Jersey
$437K +$639 +1 +0.1%
RP
1445
Riverwater Partners
Wisconsin
$436K +$1.28K +2 +0.3%
CPC
1446
Congress Park Capital
New York
$435K -$12.8K -20 -3%
II
1447
Impact Investors
California
$434K +$442K +691 New
FFA
1448
Founders Financial Alliance
North Carolina
$434K +$8.95K +14 +2%
RCAG
1449
Rehmann Capital Advisory Group
Michigan
$432K +$30.7K +48 +8%
ICP
1450
Impact Capital Partners
Colorado
$429K +$436K +682 New

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.