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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
CAI
1576
Capital Advisors Inc
Oklahoma
$321K +$48.6K +76 +17%
AWM
1577
Aprio Wealth Management
Georgia
$320K +$36.4K +57 +13%
EFG
1578
Ethos Financial Group
Pennsylvania
$319K +$11.5K +18 +4%
SFS
1579
Security Financial Services
Indiana
$318K +$12.8K +20 +4%
WWM
1580
Wolff Wiese Magana
California
$317K -$639 -1 -0.2%
IWP
1581
Invenio Wealth Partners
Florida
$317K +$7.67K +12 +2%
GD
1582
Grandfield & Dodd
New York
$316K -$12.8K -20 -4%
BOH
1583
Bank of Hawaii
Hawaii
$314K -$61.3K -96 -16%
MAM
1584
McLean Asset Management
Virginia
$314K +$6.39K +10 +2%
KIM
1585
Kestra Investment Management
Texas
$312K +$75.4K +118 +31%
SCP
1586
Sandhill Capital Partners
New York
$312K
KJHP
1587
K.J. Harrison & Partners
Ontario, Canada
$311K
GFA
1588
Grunden Financial Advisory
Texas
$311K
BP
1589
BBR Partners
New York
$310K -$65.2K -102 -17%
SB
1590
Sunflower Bank
Texas
$310K +$21.1K +33 +7%
CCA
1591
Cottonwood Capital Advisors
Utah
$305K +$73.5K +115 +31%
HWP
1592
Highline Wealth Partners
California
$305K +$217K +340 +234%
PSP
1593
Principal Street Partners
Tennessee
$304K -$266K -416 -46%
FAN
1594
Financial Advisors Network
California
$303K +$308K +482 New
PP
1595
Postrock Partners
Oregon
$302K +$307K +481 New
CICC
1596
Capital Investment Counsel (Colorado)
Colorado
$302K
GAM
1597
Gemmer Asset Management
California
$302K
MFA
1598
Mayflower Financial Advisors
Massachusetts
$299K +$69K +108 +29%
AWA
1599
Alta Wealth Advisors
Massachusetts
$299K -$451K -706 -60%
LNB
1600
Ledyard National Bank
$299K -$60.1K -94 -17%

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.