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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
SRC
1601
Sage Rhino Capital
California
$281K +$638 +1 +0.2%
MPM
1602
MBB Public Markets
Illinois
$279K -$12.4M -19,456 -98%
MAA
1603
Matrix Asset Advisors
New York
$279K
YDMI
1604
Y.D. More Investments
Israel
$279K
EWS
1605
Eagle Wealth Strategies
New Jersey
$278K +$285K +447 New
GIA
1606
Guyasuta Investment Advisors
Pennsylvania
$277K
SAM
1607
SP Asset Management
California
$275K +$283K +443 New
TIA
1608
Tandem Investment Advisors
South Carolina
$274K +$48.5K +76 +21%
JFGIW
1609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K +$46K +72 +20%
CA
1610
CV Advisors
Florida
$273K
MIP
1611
Marietta Investment Partners
Wisconsin
$271K
FOA
1612
Five Oceans Advisors
California
$271K +$23.6K +37 +9%
CAI
1613
Capital Advisors Inc
Oklahoma
$270K -$7.66K -12 -3%
LOPW
1614
Live Oak Private Wealth
North Carolina
$270K
NRC
1615
New Republic Capital
North Carolina
$270K +$17.9K +28 +7%
CWM
1616
Concentrum Wealth Management
California
$269K +$4.47K +7 +2%
TVAMP
1617
Tennessee Valley Asset Management Partners
Tennessee
$267K -$25.5K -40 -8%
OFS
1618
Orrstown Financial Services
Pennsylvania
$266K +$79.2K +124 +41%
SIA
1619
Soltis Investment Advisors
Utah
$266K +$33.2K +52 +14%
WCF
1620
West Coast Financial
California
$266K +$638 +1 +0.2%
MCC
1621
Malaga Cove Capital
California
$265K
BWA
1622
BlueChip Wealth Advisors
Georgia
$265K
WSWA
1623
Warren Street Wealth Advisors
California
$265K
WCFA
1624
Walkner Condon Financial Advisors
Wisconsin
$264K +$41.5K +65 +18%
BC
1625
Burney Company
Virginia
$264K -$360K -564 -57%

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.