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2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1626
ABLE Financial Group
Arizona
$285K -$5.11K -8 -2%
BMC
1627
Benin Management Corp
Connecticut
$285K +$23K +36 +9%
WSWA
1628
Warren Street Wealth Advisors
California
$283K +$16K +25 +6%
YDMI
1629
Y.D. More Investments
Israel
$283K
OWA
1630
Opal Wealth Advisors
New York
$283K +$22.4K +35 +8%
AIS
1631
Accredited Investor Services
Minnesota
$282K +$287K +449 New
MFA
1632
McClarren Financial Advisors
Pennsylvania
$282K +$287K +449 New
MIP
1633
Marietta Investment Partners
Wisconsin
$281K +$7.03K +11 +3%
GIA
1634
Guyasuta Investment Advisors
Pennsylvania
$280K
SRC
1635
Sage Rhino Capital
California
$280K -$4.47K -7 -2%
LOPW
1636
Live Oak Private Wealth
North Carolina
$280K +$6.39K +10 +2%
SAM
1637
SP Asset Management
California
$279K +$639 +1 +0.2%
KA
1638
Kovack Advisors
Florida
$279K +$31.9K +50 +13%
LA
1639
LVW Advisors
New York
$278K -$27.5K -43 -9%
AWM
1640
Angeles Wealth Management
California
$278K +$33.2K +52 +13%
CAL
1641
Capital Analysts LLC
Pennsylvania
$278K -$24.3K -38 -8%
SIC
1642
Samalin Investment Counsel
New York
$278K -$40.3K -63 -12%
PCA
1643
Purkiss Capital Advisors
Connecticut
$277K +$282K +441 New
TIA
1644
Tandem Investment Advisors
South Carolina
$277K -$639 -1 -0.2%
TFIPS
1645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$277K -$25.6K -40 -8%
CA
1646
CV Advisors
Florida
$276K
CWM
1647
Concentrum Wealth Management
California
$276K +$3.83K +6 +1%
KCM
1648
Kathmere Capital Management
Pennsylvania
$275K -$30.7K -48 -10%
SPA
1649
Sherbrooke Park Advisers
New York
$275K +$280K +438 New
MWM
1650
Modern Wealth Management
Kansas
$274K +$279K +436 New

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.