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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
OA
1551
Oxbow Advisors
Texas
$323K +$46.6K +73 +16%
JC
1552
JB Capital
Connecticut
$321K +$14K +22 +4%
IC
1553
Inscription Capital
Texas
$320K +$5.75K +9 +2%
SFG
1554
Synergy Financial Group
California
$317K +$3.19K +5 +1%
CS
1555
Crescent Sterling
Louisiana
$316K -$638 -1 -0.2%
CIS
1556
Custom Index Systems
New York
$315K -$130K -203 -29%
SI
1557
Seeds Investor
New York
$315K +$83.6K +131 +35%
ECM
1558
Elgethun Capital Management
South Dakota
$314K
WWM
1559
Wolff Wiese Magana
California
$314K +$638 +1 +0.2%
SIC
1560
Samalin Investment Counsel
New York
$314K -$108K -169 -25%
IFU
1561
iSAM Funds (UK)
United Kingdom
$314K -$279K -437 -46%
PTC
1562
Petrus Trust Company
Texas
$313K +$322K +504 New
PCMH
1563
Polymer Capital Management (HK)
Hong Kong
$311K -$255K -400 -44%
RP
1564
Reinhart Partners
Wisconsin
$311K
SCP
1565
Sandhill Capital Partners
New York
$309K
EW
1566
Elyxium Wealth
California
$309K +$317K +497 New
KJHP
1567
K.J. Harrison & Partners
Ontario, Canada
$307K
GFA
1568
Grunden Financial Advisory
Texas
$307K
IWP
1569
Invenio Wealth Partners
Florida
$306K +$7.02K +11 +2%
AG
1570
AlTi Global
New York
$305K -$188K -294 -38%
MHR
1571
Matthew Hamilton Rosenberg
$304K +$9.57K +15 +3%
EFG
1572
Ethos Financial Group
Pennsylvania
$304K -$285K -447 -48%
FRM
1573
Fox Run Management
Connecticut
$302K +$311K +487 New
KCM
1574
Kathmere Capital Management
Pennsylvania
$302K +$31.9K +50 +11%
SFS
1575
Security Financial Services
Indiana
$302K +$35.7K +56 +13%

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.