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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
SIM
1526
Studio Investment Management
Illinois
$348K +$8.3K +13 +2%
PWG
1527
Portside Wealth Group
Utah
$347K +$38.3K +60 +12%
VAM
1528
Verity Asset Management
North Carolina
$343K -$117K -183 -25%
MCM
1529
Manchester Capital Management
Vermont
$342K +$33.8K +53 +11%
EWA
1530
EverSource Wealth Advisors
Alabama
$342K +$16K +25 +5%
CA
1531
CoreCap Advisors
Michigan
$341K +$350K +549 New
KCIC
1532
Kuhn & Co Investment Counsel
Illinois
$340K
BB
1533
Busey Bank
Illinois
$338K +$6.38K +10 +2%
ACM
1534
Andina Capital Management
Utah
$337K +$3.19K +5 +0.9%
TP
1535
Tranquility Partners
Tennessee
$335K
EWM
1536
Endowment Wealth Management
Wisconsin
$335K -$10.9K -17 -3%
AWA
1537
Arete Wealth Advisors
Illinois
$334K +$57.4K +90 +20%
DOA
1538
D'Orazio & Associates
Virginia
$333K -$1.28K -2 -0.4%
TCM
1539
Tufton Capital Management
Maryland
$332K
CFO
1540
CVA Family Office
Colorado
$330K +$10.9K +17 +3%
CWA
1541
Canvas Wealth Advisors
Kansas
$330K +$117K +183 +53%
LI
1542
LRI Investments
Florida
$330K -$341K -535 -53%
MAG
1543
MRA Advisory Group
New Jersey
$329K -$132K -207 -28%
KFS
1544
Kurt F. Somerville
$329K -$63.8K -100 -16%
GEA
1545
Glen Eagle Advisors
New Jersey
$325K -$78.5K -123 -19%
AWM
1546
Atticus Wealth Management
Florida
$325K +$9.57K +15 +3%
GD
1547
Grandfield & Dodd
New York
$325K
PIA
1548
Powell Investment Advisors
Florida
$325K +$11.5K +18 +4%
JCM
1549
Jacobsen Capital Management
Utah
$324K -$10.9K -17 -3%
CP
1550
Covenant Partners
Tennessee
$324K +$10.9K +17 +3%

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.