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Intuit

1,946 hedge funds and large institutions have $141B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 805 increasing their positions, 699 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
28.15%
Holding in Top 10
55
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-33.73%
% of All Funds
0.8%
New
142
Increased
805
Reduced
699
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1626
Opal Wealth Advisors
New York
$258K +$4.97K +8 +2%
CAM
1627
Claret Asset Management
Quebec, Canada
$257K +$1.24K +2 +0.5%
JWM
1628
Jeppson Wealth Management
California
$256K
TPA
1629
Trivium Point Advisory
Connecticut
$256K +$32.5K +46 +15%
CT
1630
Colonial Trust
South Carolina
$256K +$2.48K +4 +1%
SFP
1631
Shepherd Financial Partners
Massachusetts
$256K
BWM
1632
BlackDiamond Wealth Management
New York
$256K +$256K +366 New
CIP
1633
Convergence Investment Partners
Florida
$256K -$6.21K -10 -2%
CHAM
1634
Clear Harbor Asset Management
Connecticut
$255K -$2.45M -3,951 -91%
BLC
1635
Brown, Lisle/Cummings
Rhode Island
$255K
BWP
1636
Balboa Wealth Partners
Arizona
$254K -$18.6K -30 -7%
FM
1637
Family Management
New York
$254K +$21.7K +35 +9%
HBS
1638
Howard Bailey Securities
Indiana
$252K +$252K +405 New
PHWM
1639
Pine Harbor Wealth Management
Maryland
$250K +$621 +1 +0.2%
JIP
1640
Jaffetilchin Investment Partners
Florida
$250K +$620 +1 +0.2%
FIA
1641
Foundations Investment Advisors
Arizona
$250K +$18.6K +30 +8%
CWC
1642
Carolinas Wealth Consulting
North Carolina
$250K -$32.8K -53 -12%
GFS
1643
GYL Financial Synergies
Connecticut
$249K +$21.1K +34 +9%
GCM
1644
Gallacher Capital Management
Colorado
$249K -$60.3K -97 -20%
LWM
1645
Luminvest Wealth Management
Arizona
$248K
CAM
1646
Carret Asset Management
New York
$248K
FA
1647
Fortis Advisors
Pennsylvania
$248K
PBF
1648
Petix & Botte Financial
California
$248K
CFM
1649
Catalyst Funds Management
Australia
$248K +$248K +400 New
CA
1650
Cannon Advisors
North Carolina
$248K +$248K +401 New