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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
BFA
1501
Bragg Financial Advisors
North Carolina
$381K
VVP
1502
Venture Visionary Partners
Ohio
$379K +$8.95K +14 +2%
BB
1503
Berkshire Bank
Massachusetts
$378K -$8.95K -14 -2%
CAM
1504
Columbia Asset Management
Michigan
$378K
EWA
1505
EverSource Wealth Advisors
Alabama
$378K +$32.6K +51 +9%
TCM
1506
Telos Capital Management
California
$377K -$102K -160 -21%
ECAM
1507
East Coast Asset Management
Massachusetts
$377K
GA
1508
Gordian Advisors
Arizona
$377K
NDSI
1509
Newman Dignan & Sheerar Inc
Rhode Island
$377K
SAMT
1510
Select Asset Management & Trust
Pennsylvania
$377K
AWA
1511
AGH Wealth Advisors
Kansas
$376K +$383K +599 New
TPWA
1512
Twin Peaks Wealth Advisors
California
$376K +$3.83K +6 +1%
RMC
1513
Resources Management Corp
Connecticut
$375K
CWA
1514
Canvas Wealth Advisors
Kansas
$371K +$38.3K +60 +11%
CIC
1515
Carnegie Investment Counsel
Ohio
$371K -$639 -1 -0.2%
GCA
1516
Gradient Capital Advisors
California
$370K +$3.19K +5 +0.9%
MWS
1517
MFA Wealth Services
California
$368K +$374K +585 New
ERIM
1518
Eagle Ridge Investment Management
Connecticut
$367K
CCB
1519
Country Club Bank
Missouri
$366K -$41.5K -65 -10%
CMA
1520
Cedar Mountain Advisors
Oregon
$365K -$2.56K -4 -0.7%
ECM
1521
Elgethun Capital Management
South Dakota
$365K +$47.9K +75 +15%
SIC
1522
Salem Investment Counselors
North Carolina
$365K -$3.19K -5 -0.9%
CCA
1523
Catalyst Capital Advisors
New York
$365K +$193K +302 +108%
SC
1524
SouthState Corp
Florida
$365K +$9.59K +15 +3%
NERM
1525
New England Research & Management
Illinois
$361K

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.