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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
LW
1551
Libra Wealth
California
$344K -$139K -218 -28%
AWA
1552
Authentikos Wealth Advisory
California
$343K -$335K -525 -49%
JWCA
1553
J.W. Coons Advisors
Ohio
$343K -$62K -97 -15%
BMWS
1554
Brady Martz Wealth Solutions
North Dakota
$342K +$350K +548 New
SI
1555
Seeds Investor
New York
$340K +$21.1K +33 +6%
FA
1556
Fiduciary Alliance
South Carolina
$340K +$79.9K +125 +30%
CAM
1557
Concorde Asset Management
Michigan
$340K -$197K -309 -36%
TP
1558
Tranquility Partners
Tennessee
$339K -$5.11K -8 -1%
TCM
1559
Tufton Capital Management
Maryland
$339K +$2.56K +4 +0.7%
KFS
1560
Kurt F. Somerville
$333K
BSCCG
1561
Blue Sky Capital Consultants Group
California
$333K +$339K +530 New
CIS
1562
Custom Index Systems
New York
$332K +$12.8K +20 +4%
PIA
1563
Powell Investment Advisors
Florida
$329K
EWM
1564
Endowment Wealth Management
Wisconsin
$329K -$10.2K -16 -3%
MCM
1565
Manchester Capital Management
Vermont
$328K -$17.9K -28 -5%
PCH
1566
PGIM Custom Harvest
New Jersey
$328K +$334K +522 New
WFI
1567
West Family Investments
California
$328K -$139K -218 -29%
SAG
1568
SageView Advisory Group
California
$326K +$62K +97 +23%
GEA
1569
Glen Eagle Advisors
New Jersey
$325K -$4.47K -7 -1%
DOA
1570
D'Orazio & Associates
Virginia
$325K -$12.1K -19 -4%
JCM
1571
Jacobsen Capital Management
Utah
$324K -$3.83K -6 -1%
SB
1572
SIG Brokerage
New York
$324K +$329K +515 New
MHR
1573
Matthew Hamilton Rosenberg
$322K +$14.7K +23 +5%
LI
1574
LRI Investments
Florida
$322K +$27.5K +43 +9%
CA
1575
CoreCap Advisors
Michigan
$321K -$24.3K -38 -7%

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.