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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
SLT
1451
St Louis Trust
Missouri
$424K
SCP
1452
Sivia Capital Partners
California
$423K +$6.39K +10 +2%
SCM
1453
Schnieders Capital Management
California
$423K
GA
1454
Geller Advisors
New York
$423K +$5.75K +9 +1%
PS
1455
Planned Solutions
California
$422K
UWS
1456
Unique Wealth Strategies
Illinois
$421K -$465K -728 -52%
GEM
1457
Global Endowment Management
North Carolina
$419K -$48.6K -76 -10%
FIA
1458
Foundations Investment Advisors
Arizona
$419K +$169K +264 +66%
BF
1459
Brucke Financial
Indiana
$419K +$445K +696 New
PWP
1460
Perfromance Wealth Partners
Illinois
$419K -$35.8K -56 -8%
CWG
1461
Cornerstone Wealth Group
North Carolina
$419K -$12.8K -20 -3%
CBT
1462
Crews Bank & Trust
Florida
$418K +$425K +665 New
SP
1463
Saranac Partners
$418K +$425K +665 New
WAG
1464
Winthrop Advisory Group
Massachusetts
$418K -$16K -25 -4%
CAL
1465
Capital Advisors Ltd
Ohio
$417K -$7.03K -11 -2%
WAP
1466
Wealthcare Advisory Partners
Pennsylvania
$415K -$70.9K -111 -14%
EL
1467
EWA LLC
Pennsylvania
$414K -$3.83K -6 -0.9%
SPWG
1468
Sage Private Wealth Group
Illinois
$413K +$15.3K +24 +4%
AWE
1469
Avidian Wealth Enterprises
Texas
$413K -$6.39K -10 -1%
LWM
1470
Latko Wealth Management
Illinois
$412K +$639 +1 +0.2%
TNB
1471
Thomasville National Bank
Georgia
$408K +$3.83K +6 +0.9%
UOTTAIMCU
1472
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$407K +$389K +609 +1,603%
ESB
1473
Essex Savings Bank
Connecticut
$406K +$14.1K +22 +4%
AIA
1474
Accelerate Investment Advisors
California
$405K +$13.4K +21 +3%
HFAS
1475
Hummer Financial Advisory Services
Illinois
$402K

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.