We are live on ! Find out more

1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1551
L.J. Altfest & Co
New York
$307K -$3.72K -6 -1%
FNWA
1552
Financial Network Wealth Advisors
Utah
$306K +$55.8K +90 +24%
AFG
1553
ABLE Financial Group
Arizona
$304K +$5.58K +9 +2%
IP
1554
Ignite Planners
California
$304K -$3.72K -6 -1%
GWM
1555
Geneos Wealth Management
Colorado
$300K -$504K -813 -64%
CWC
1556
Carolinas Wealth Consulting
North Carolina
$299K +$19.2K +31 +7%
KWM
1557
Keebeck Wealth Management
Illinois
$299K
PSP
1558
Principal Street Partners
Tennessee
$298K -$3.72K -6 -1%
LF
1559
LifeSteps Financial
California
$298K
VC
1560
Vicus Capital
Pennsylvania
$298K +$65.7K +106 +31%
SRC
1561
Sage Rhino Capital
California
$296K +$2.48K +4 +0.9%
MAA
1562
Matrix Asset Advisors
New York
$296K
AWA
1563
Arete Wealth Advisors
Illinois
$296K +$279K +450 New
LL
1564
LWMG LLC
Minnesota
$296K -$620 -1 -0.2%
YDMI
1565
Y.D. More Investments
Israel
$296K -$778K -1,255 -74%
WFI
1566
West Family Investments
California
$295K -$6.2K -10 -2%
MFA
1567
McClarren Financial Advisors
Pennsylvania
$295K +$127K +205 +45%
GAM
1568
Gemmer Asset Management
California
$294K +$9.92K +16 +4%
CAI
1569
Capital Advisors Inc
Oklahoma
$294K -$1.86K -3 -0.7%
OA
1570
Oxbow Advisors
Texas
$294K
AWM
1571
Aprio Wealth Management
Georgia
$293K +$3.72K +6 +1%
SB
1572
Sunflower Bank
Texas
$293K +$59.5K +96 +27%
WI
1573
Wintrust Investments
Illinois
$291K +$4.34K +7 +2%
BWP
1574
Balboa Wealth Partners
Arizona
$289K +$69.5K +112 +34%
CA
1575
CV Advisors
Florida
$289K

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.