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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
BP
1451
BBR Partners
New York
$406K -$473K -763 -55%
BB
1452
Berkshire Bank
Massachusetts
$405K -$76.9K -124 -17%
FCA
1453
FinTrust Capital Advisors
South Carolina
$404K -$19.8K -32 -5%
DIS
1454
Diversified Investment Strategies
Louisiana
$404K -$19.8K -32 -5%
TWM
1455
Tanager Wealth Management
United Kingdom
$404K
VBFP
1456
Valtinson Bruner Financial Planning
Minnesota
$403K +$620 +1 +0.2%
BSHC
1457
Breed's Hill Capital
Massachusetts
$402K
RZH
1458
Relyea Zuckerberg Hanson
Connecticut
$401K +$3.1K +5 +0.8%
NMG
1459
New Millennium Group
Utah
$400K -$13K -21 -3%
GDP
1460
Great Diamond Partners
Maine
$400K -$50.9K -82 -12%
TH
1461
TCTC Holdings
Texas
$399K -$1.24K -2 -0.3%
I
1462
InceptionR
California
$398K -$373K -602 -50%
RMC
1463
Resources Management Corp
Connecticut
$397K -$4.34K -7 -1%
BFA
1464
Bragg Financial Advisors
North Carolina
$396K +$620 +1 +0.2%
CAM
1465
Columbia Asset Management
Michigan
$396K +$1.24K +2 +0.3%
GWP
1466
Gen-Wealth Partners
Michigan
$395K +$59.5K +96 +19%
ECAM
1467
East Coast Asset Management
Massachusetts
$394K
NDSI
1468
Newman Dignan & Sheerar Inc
Rhode Island
$394K
SAMT
1469
Select Asset Management & Trust
Pennsylvania
$394K
CIC
1470
Cornercap Investment Counsel
Georgia
$394K +$9.3K +15 +3%
JCIA
1471
Jackson Creek Investment Advisors
Colorado
$392K +$370K +597 New
RIM
1472
Redwood Investment Management
Arizona
$391K +$63.9K +103 +19%
VVP
1473
Venture Visionary Partners
Ohio
$389K +$86.2K +139 +31%
XF
1474
XML Financial
Maryland
$388K +$12.4K +20 +4%
CMA
1475
Cedar Mountain Advisors
Oregon
$384K +$620 +1 +0.2%

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.