We are live on ! Find out more

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
KWA
1476
Kingswood Wealth Advisors
California
$402K -$2.94M -4,601 -88%
BCM
1477
Berbice Capital Management
New York
$401K +$408K +638 New
HT
1478
Heritage Trust
Oklahoma
$400K +$406K +636 New
CG
1479
Cynosure Group
Utah
$396K -$94.6K -148 -19%
SIMG
1480
Sonora Investment Management Group
Arizona
$396K
PWM
1481
Pacific Wealth Management
California
$395K -$21.1K -33 -5%
PWG
1482
Portside Wealth Group
Utah
$395K +$44.7K +70 +13%
GDP
1483
Great Diamond Partners
Maine
$394K +$10.9K +17 +3%
TWA
1484
TCI Wealth Advisors
Arizona
$392K -$78K -122 -16%
CNB
1485
Camden National Bank
Maine
$392K -$3.19K -5 -0.8%
WA
1486
WP Advisors
California
$391K +$639 +1 +0.2%
PPW
1487
Parcion Private Wealth
Washington
$390K
AL
1488
Aspiriant LLC
California
$389K +$396K +619 New
CM
1489
Cercano Management
Washington
$389K
MIM
1490
Morningstar Investment Management
Illinois
$389K
RBFC
1491
Roman Butler Fullerton & Co
Missouri
$388K +$7.03K +11 +2%
CA
1492
Crewe Advisors
Utah
$388K +$394K +617 New
AIA
1493
Angeles Investment Advisors
California
$387K -$27.5K -43 -7%
DIS
1494
Diversified Investment Strategies
Louisiana
$386K
PIA
1495
Perennial Investment Advisors
California
$385K +$32.6K +51 +9%
VBFP
1496
Valtinson Bruner Financial Planning
Minnesota
$385K
FFO
1497
Fortitude Family Office
Arizona
$385K +$3.83K +6 +1%
TW
1498
Traveka Wealth
California
$384K +$28.1K +44 +8%
DWM
1499
David Wealth Management
Virginia
$383K +$389K +609 New
TH
1500
TCTC Holdings
Texas
$382K

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.