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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
BOH
1501
Bank of Hawaii
Hawaii
$370K -$259K -406 -41%
RMC
1502
Resources Management Corp
Connecticut
$370K -$5.11K -8 -1%
BP
1503
BBR Partners
New York
$370K -$13.4K -21 -3%
TPWA
1504
Twin Peaks Wealth Advisors
California
$368K -$45.3K -71 -11%
NDSI
1505
Newman Dignan & Sheerar Inc
Rhode Island
$367K
CIC
1506
Carnegie Investment Counsel
Ohio
$367K +$19.1K +30 +5%
GLA
1507
Good Life Advisors
Pennsylvania
$367K +$377K +590 New
VVP
1508
Venture Visionary Partners
Ohio
$366K -$1.92K -3 -0.5%
BAM
1509
Belpointe Asset Management
Nevada
$365K -$397K -622 -51%
SW
1510
Simplicity Wealth
New Jersey
$365K -$2.85M -4,472 -88%
SIC
1511
Salem Investment Counselors
North Carolina
$364K +$3.19K +5 +0.9%
CMA
1512
Cedar Mountain Advisors
Oregon
$364K
BSHC
1513
Breed's Hill Capital
Massachusetts
$363K -$17.2K -27 -4%
ERIM
1514
Eagle Ridge Investment Management
Connecticut
$363K +$5.75K +9 +2%
GCA
1515
Gradient Capital Advisors
California
$363K +$16.6K +26 +5%
NERM
1516
New England Research & Management
Illinois
$357K
LP
1517
LGL Partners
Pennsylvania
$356K +$9.57K +15 +3%
VWM
1518
Vigilare Wealth Management
Arizona
$356K
LNB
1519
Ledyard National Bank
$353K +$40.2K +63 +12%
HFA
1520
High Falls Advisors
New York
$353K +$1.92K +3 +0.5%
PG
1521
Proffitt & Goodson
Tennessee
$352K -$596K -934 -62%
WMA
1522
Wealth Management Associates
New Jersey
$352K
TW
1523
Traveka Wealth
California
$352K +$16K +25 +5%
SC
1524
SouthState Corp
Florida
$351K -$5.11K -8 -1%
PIA
1525
Perennial Investment Advisors
California
$348K -$638 -1 -0.2%

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.