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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
1476
High Falls Advisors
New York
$373K +$650 +1 +0.2%
WCFA
1477
Walkner Condon Financial Advisors
Wisconsin
$373K +$19.5K +30 +6%
WMA
1478
Wealth Management Associates
New Jersey
$373K -$57.8K -88 -13%
XF
1479
XML Financial
Maryland
$371K +$650 +1 +0.2%
SPWG
1480
Sage Private Wealth Group
Illinois
$371K +$100K +154 +37%
GCA
1481
Gradient Capital Advisors
California
$369K
FFO
1482
Fortitude Family Office
Arizona
$368K
AWM
1483
Atticus Wealth Management
Florida
$362K +$85.9K +132 +31%
FA
1484
Fermata Advisors
California
$361K +$151K +233 +72%
PIA
1485
Perennial Investment Advisors
California
$361K -$4.55K -7 -1%
RH
1486
RFG Holdings
Texas
$361K +$361K +555 New
EWM
1487
Endowment Wealth Management
Wisconsin
$361K -$18.8K -29 -5%
T
1488
TOBAM
France
$357K +$22.1K +34 +7%
WWM
1489
Western Wealth Management
Colorado
$357K +$649 +1 +0.2%
TP
1490
Tranquility Partners
Tennessee
$356K +$12.4K +19 +4%
SIM
1491
Studio Investment Management
Illinois
$356K +$15.6K +24 +5%
KCIC
1492
Kuhn & Co Investment Counsel
Illinois
$356K +$2.6K +4 +0.7%
KI
1493
Kapitalo Investimentos
Brazil
$356K +$209K +321 +142%
BTI
1494
Blue Trust Inc
Georgia
$353K -$249K -383 -41%
TCM
1495
Tufton Capital Management
Maryland
$351K +$19.5K +30 +6%
DOA
1496
D'Orazio & Associates
Virginia
$348K +$30.6K +47 +10%
TW
1497
Traveka Wealth
California
$346K +$19.5K +30 +6%
RIM
1498
Redwood Investment Management
Arizona
$344K +$344K +529 New
SSB
1499
Sandy Spring Bank
Maryland
$343K +$32.5K +50 +10%
IDA
1500
Intelligence Driven Advisers
California
$342K