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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
VAF
1601
Values Added Financial
District of Columbia
$273K +$1.86K +3 +0.7%
JWM
1602
Jeppson Wealth Management
California
$271K
CAM
1603
Claret Asset Management
Quebec, Canada
$271K +$16.7K +27 +7%
SFP
1604
Shepherd Financial Partners
Massachusetts
$271K -$3.72K -6 -1%
BLC
1605
Brown, Lisle/Cummings
Rhode Island
$269K
CT
1606
Colonial Trust
South Carolina
$269K -$58.9K -95 -19%
OWA
1607
Opal Wealth Advisors
New York
$267K +$21.7K +35 +9%
NRC
1608
New Republic Capital
North Carolina
$267K +$5.58K +9 +2%
TFIPS
1609
Towarzystwo Funduszy Inwestycyjnych PZU SA
$266K +$24.8K +40 +11%
DPI
1610
Diversified Portfolios Inc
Michigan
$266K -$6.2K -10 -2%
TPM
1611
Triasima Portfolio Management
Quebec, Canada
$265K -$416K -671 -62%
PHWM
1612
Pine Harbor Wealth Management
Maryland
$265K
JIP
1613
Jaffetilchin Investment Partners
Florida
$264K +$47.8K +77 +24%
LJHT
1614
Laurie J. Hall Trustee
$263K
CAM
1615
Carret Asset Management
New York
$263K
FA
1616
Fortis Advisors
Pennsylvania
$263K
ICP
1617
Ironvine Capital Partners
Nebraska
$263K
LWM
1618
Luminvest Wealth Management
Arizona
$263K +$248K +400 New
PBF
1619
Petix & Botte Financial
California
$263K +$248K +400 New
FOA
1620
Five Oceans Advisors
California
$262K -$7.44K -12 -3%
SW
1621
Solidarity Wealth
Utah
$262K
UBV
1622
United Bank (Virginia)
Virginia
$261K +$246K +397 New
LA
1623
LVW Advisors
New York
$259K +$41.6K +67 +20%
IA
1624
IFG Advisory
Georgia
$259K +$244K +394 New
LIA
1625
LifePlan Investment Advisors
North Carolina
$258K +$244K +393 New

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.