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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
PWM
1451
Pacific Wealth Management
California
$411K -$63.8K -100 -13%
AIA
1452
Angeles Investment Advisors
California
$409K -$32.6K -51 -7%
MC
1453
Moors & Cabot
Massachusetts
$408K +$24.3K +38 +6%
VCM
1454
Verde Capital Management
Michigan
$406K +$417K +654 New
LWM
1455
Latko Wealth Management
Illinois
$406K +$417K +654 New
RZH
1456
Relyea Zuckerberg Hanson
Connecticut
$402K +$24.3K +38 +6%
RFM
1457
Royal Fund Management
Florida
$402K +$214K +335 +107%
SAW
1458
Signal Advisors Wealth
Michigan
$400K +$411K +644 New
RCAG
1459
Rehmann Capital Advisory Group
Michigan
$399K -$58.1K -91 -12%
TNB
1460
Thomasville National Bank
Georgia
$399K
CCB
1461
Country Club Bank
Missouri
$399K +$412K +645 New
JWCA
1462
J.W. Coons Advisors
Ohio
$399K +$3.83K +6 +0.9%
HFAS
1463
Hummer Financial Advisory Services
Illinois
$397K
WWM
1464
Western Wealth Management
Colorado
$397K +$51.1K +80 +14%
WMP
1465
Wealth Management Partners
Arizona
$396K +$638 +1 +0.2%
9WM
1466
9258 Wealth Management
Ohio
$396K -$7.66K -12 -2%
ACGA
1467
Atlanta Consulting Group Advisors
Georgia
$396K +$407K +637 New
SPWG
1468
Sage Private Wealth Group
Illinois
$393K +$1.28K +2 +0.3%
MBTD
1469
Mechanics Bank - Trust Department
California
$392K
SIMG
1470
Sonora Investment Management Group
Arizona
$391K
CNB
1471
Camden National Bank
Maine
$391K
ALAM
1472
Asahi Life Asset Management
Japan
$390K -$279K -437 -41%
RBFC
1473
Roman Butler Fullerton & Co
Missouri
$389K -$9.57K -15 -2%
AIA
1474
Accelerate Investment Advisors
California
$388K +$398K +624 New
ESB
1475
Essex Savings Bank
Connecticut
$388K -$19.1K -30 -5%

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.