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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
JSC
1626
Jackson Square Capital
California
$264K
EWA
1627
Etesian Wealth Advisors
Oregon
$263K +$1.28K +2 +0.5%
AFC
1628
AFT Forsyth & Company
Florida
$263K -$63.8K -100 -19%
AIM
1629
Acropolis Investment Management
Missouri
$263K
SAG
1630
SageView Advisory Group
California
$261K -$498K -780 -65%
BBNB
1631
Baker Boyer National Bank
Washington
$261K
SA
1632
Scarborough Advisors
Maryland
$260K +$268K +420 New
VAF
1633
Values Added Financial
District of Columbia
$260K +$2.55K +4 +1%
LJAC
1634
L.J. Altfest & Co
New York
$260K -$31.3K -49 -10%
RCA
1635
Ranch Capital Advisors
Florida
$259K
AWA
1636
Amplius Wealth Advisors
Pennsylvania
$259K -$1.28K -2 -0.5%
BMC
1637
Benin Management Corp
Connecticut
$259K
RIL
1638
Rothschild Investment LLC
Illinois
$259K +$39.6K +62 +17%
FA
1639
Fiduciary Alliance
South Carolina
$258K +$266K +416 New
OWA
1640
Opal Wealth Advisors
New York
$258K +$5.11K +8 +2%
CAM
1641
Claret Asset Management
Quebec, Canada
$257K +$1.28K +2 +0.5%
JWM
1642
Jeppson Wealth Management
California
$256K
TPA
1643
Trivium Point Advisory
Connecticut
$256K +$29.4K +46 +15%
CT
1644
Colonial Trust
South Carolina
$256K +$2.55K +4 +1%
SFP
1645
Shepherd Financial Partners
Massachusetts
$256K
BWM
1646
BlackDiamond Wealth Management
New York
$256K +$234K +366 New
CIP
1647
Convergence Investment Partners
Florida
$256K -$6.38K -10 -2%
CHAM
1648
Clear Harbor Asset Management
Connecticut
$255K -$2.52M -3,951 -91%
BLC
1649
Brown, Lisle/Cummings
Rhode Island
$255K
BWP
1650
Balboa Wealth Partners
Arizona
$254K -$19.1K -30 -7%

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.