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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
LA
1576
LVW Advisors
New York
$302K +$58.7K +92 +23%
MAM
1577
McLean Asset Management
Virginia
$299K +$2.55K +4 +0.8%
CICC
1578
Capital Investment Counsel (Colorado)
Colorado
$298K
GAM
1579
Gemmer Asset Management
California
$298K +$20.4K +32 +7%
TFIPS
1580
Towarzystwo Funduszy Inwestycyjnych PZU SA
$298K +$47.9K +75 +19%
CAL
1581
Capital Analysts LLC
Pennsylvania
$298K +$159K +249 +108%
CG
1582
Corundum Group
Colorado
$297K -$8.3K -13 -3%
BBNA
1583
Bremer Bank National Association
Minnesota
$296K -$26.2K -41 -8%
CAC
1584
Certified Advisory Corp
Florida
$295K +$304K +476 New
WC
1585
Wynn Capital
Georgia
$295K +$3.19K +5 +1%
SICM
1586
Sustainable Insight Capital Management
New York
$294K +$303K +474 New
OAM
1587
Oxford Asset Management
United Kingdom
$294K +$103K +161 +52%
1WA
1588
180 Wealth Advisors
Washington
$292K +$8.94K +14 +3%
CHP
1589
Cable Hill Partners
Oregon
$287K -$65.7K -103 -18%
AFG
1590
ABLE Financial Group
Arizona
$286K -$1.28K -2 -0.4%
SB
1591
Sunflower Bank
Texas
$286K +$9.57K +15 +3%
ARC
1592
Advisor Resource Council
Texas
$285K +$293K +459 New
IP
1593
Ignite Planners
California
$284K +$1.92K +3 +0.7%
QL
1594
Quarry LP
New York
$284K +$283K +444 +3,171%
LL
1595
LWMG LLC
Minnesota
$284K +$4.47K +7 +2%
KWM
1596
Keebeck Wealth Management
Illinois
$283K
KPWG
1597
KFA Private Wealth Group
Virginia
$283K +$290K +455 New
ES
1598
Eagle Strategies
New York
$283K -$14.7K -23 -5%
LF
1599
LifeSteps Financial
California
$282K
AWM
1600
Aprio Wealth Management
Georgia
$281K +$3.83K +6 +1%

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.