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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
FFO
1476
Fortitude Family Office
Arizona
$382K +$9.92K +16 +3%
SIC
1477
Salem Investment Counselors
North Carolina
$382K
BW
1478
Bison Wealth
Georgia
$380K
NERM
1479
New England Research & Management
Illinois
$378K
ERIM
1480
Eagle Ridge Investment Management
Connecticut
$378K
VWM
1481
Vigilare Wealth Management
Arizona
$377K -$5.58K -9 -2%
SC
1482
SouthState Corp
Florida
$377K -$3.72K -6 -1%
AIA
1483
Alera Investment Advisors
Illinois
$375K +$354K +571 New
Fidelity International
1484
Fidelity International
Bermuda
$375K -$98.2M -158,252 -100%
SCM
1485
Schnieders Capital Management
California
$375K -$55.8K -90 -14%
WMA
1486
Wealth Management Associates
New Jersey
$373K
TWP
1487
Triad Wealth Partners
Kansas
$373K +$140K +226 +66%
FA
1488
Fermata Advisors
California
$372K +$6.2K +10 +2%
HFA
1489
High Falls Advisors
New York
$372K -$5.58K -9 -2%
CHP
1490
Cable Hill Partners
Oregon
$371K +$350K +565 New
PIA
1491
Perennial Investment Advisors
California
$369K +$3.72K +6 +1%
CIC
1492
Carnegie Investment Counsel
Ohio
$369K -$109K -175 -24%
SAI
1493
Savvy Advisors Inc
New York
$368K +$347K +560 New
LP
1494
LGL Partners
Pennsylvania
$367K +$347K +559 New
WWM
1495
Western Wealth Management
Colorado
$367K +$6.2K +10 +2%
GCA
1496
Gradient Capital Advisors
California
$367K -$5.58K -9 -2%
EWM
1497
Endowment Wealth Management
Wisconsin
$366K +$620 +1 +0.2%
Marshall Wace
1498
Marshall Wace
United Kingdom
$363K -$6.58M -10,612 -95%
SIM
1499
Studio Investment Management
Illinois
$360K
TP
1500
Tranquility Partners
Tennessee
$360K

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.