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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
HIM
1476
Hillsdale Investment Management
Ontario, Canada
$386K -$41.5K -65 -9%
WA
1477
WP Advisors
California
$386K -$63.8K -100 -14%
PPW
1478
Parcion Private Wealth
Washington
$385K +$396K +620 New
CM
1479
Cercano Management
Washington
$384K +$395K +619 New
AIA
1480
Alera Investment Advisors
Illinois
$383K +$29.4K +46 +8%
BB
1481
Berkshire Bank
Massachusetts
$383K -$638 -1 -0.2%
MIM
1482
Morningstar Investment Management
Illinois
$382K +$395K +619 New
DIS
1483
Diversified Investment Strategies
Louisiana
$381K
VBFP
1484
Valtinson Bruner Financial Planning
Minnesota
$380K -$638 -1 -0.2%
GDP
1485
Great Diamond Partners
Maine
$379K +$638 +1 +0.2%
NMG
1486
New Millennium Group
Utah
$379K +$638 +1 +0.2%
TH
1487
TCTC Holdings
Texas
$377K
FFO
1488
Fortitude Family Office
Arizona
$376K +$15.3K +24 +4%
BFA
1489
Bragg Financial Advisors
North Carolina
$376K +$1.92K +3 +0.5%
T
1490
TOBAM
France
$376K +$78.5K +123 +25%
FCA
1491
FinTrust Capital Advisors
South Carolina
$375K -$7.02K -11 -2%
WG
1492
Winton Group
United Kingdom
$374K +$385K +603 New
CAM
1493
Columbia Asset Management
Michigan
$374K
SAMT
1494
Select Asset Management & Trust
Pennsylvania
$373K
ECAM
1495
East Coast Asset Management
Massachusetts
$373K
GA
1496
Gordian Advisors
Arizona
$373K +$383K +600 New
MM
1497
MQS Management
New York
$373K +$383K +600 New
BIP
1498
Blueprint Investment Partners
North Carolina
$372K +$382K +599 New
FTIS
1499
First Trust Investment Solutions
Florida
$371K -$37.7K -59 -9%
FA
1500
Fermata Advisors
California
$371K +$20.4K +32 +6%

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.