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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
TNA
1626
True North Advisors
Texas
$258K -$23.6K -38 -9%
CWG
1627
Crown Wealth Group
North Carolina
$258K +$12.4K +20 +5%
QFA
1628
Quantum Financial Advisors
California
$257K
RWI
1629
Red Wave Investments
Pennsylvania
$256K +$1.24K +2 +0.5%
AWM
1630
Angeles Wealth Management
California
$254K
BW
1631
BIP Wealth
Georgia
$253K -$15.5K -25 -6%
SHF
1632
Stage Harbor Financial
Massachusetts
$253K +$45.9K +74 +24%
AAS
1633
Ameritas Advisory Services
Nebraska
$251K -$8.68K -14 -4%
CIA
1634
Compass Ion Advisors
Pennsylvania
$250K
WB
1635
West Bancorporation
Iowa
$249K -$4.34K -7 -2%
SC
1636
Seldon Capital
California
$248K
VCM
1637
Versant Capital Management
Arizona
$248K +$117K +188 +99%
SI
1638
Seeds Investor
New York
$248K +$234K +377 New
KIG
1639
Kowal Investment Group
Wisconsin
$248K +$234K +377 New
DA
1640
DSC Advisors
Illinois
$247K -$20.5K -33 -8%
SIA
1641
Soltis Investment Advisors
Utah
$247K +$233K +376 New
KA
1642
Kovack Advisors
Florida
$247K -$42.2K -68 -15%
AAMA
1643
Advanced Asset Management Advisors
Ohio
$246K
WP
1644
WMS Partners
Maryland
$246K -$34.7K -56 -13%
CCA
1645
Cottonwood Capital Advisors
Utah
$246K -$10.5K -17 -4%
FM
1646
Family Management
New York
$246K +$26.7K +43 +13%
USCWA
1647
U.S. Capital Wealth Advisors
Texas
$245K -$70.7K -114 -23%
FIA
1648
Foundations Investment Advisors
Arizona
$245K -$216K -349 -48%
WFA
1649
Wade Financial Advisory
California
$244K -$15.5K -25 -6%
GWANC
1650
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$620 -1 -0.3%

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.