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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
LW
1651
Linscomb Wealth
Texas
$244K +$230K +371 New
RA
1652
Rational Advisors
New York
$244K +$230K +371 New
GFS
1653
GYL Financial Synergies
Connecticut
$242K -$12.4K -20 -5%
JFGIW
1654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$142K +229 +165%
TIA
1655
Tandem Investment Advisors
South Carolina
$241K -$4.34K -7 -2%
CRWM
1656
Castle Rock Wealth Management
California
$241K +$620 +1 +0.3%
PWM
1657
Prentice Wealth Management
New York
$241K +$19.2K +31 +9%
MSA
1658
Marino Stram & Associates
Massachusetts
$239K
NFSG
1659
Newbridge Financial Services Group
Florida
$239K -$296K -477 -57%
HIG
1660
Heritage Investment Group
Florida
$238K +$620 +1 +0.3%
CA
1661
Claro Advisors
Massachusetts
$238K +$26.7K +43 +13%
AWM
1662
Aviso Wealth Management
Washington
$238K +$10.5K +17 +5%
PB
1663
Pinnacle Bancorp
Nebraska
$238K
WI
1664
WrapManager Inc
California
$238K +$19.2K +31 +9%
WCFA
1665
Walkner Condon Financial Advisors
Wisconsin
$238K -$132K -213 -37%
BOS
1666
Bank of Stockton
California
$237K +$15.5K +25 +7%
NL
1667
NWAM LLC
Washington
$236K +$9.92K +16 +5%
C
1668
Covestor
United Kingdom
$236K -$37.8K -61 -15%
SP
1669
Successful Portfolios
Florida
$235K
PGIM
1670
Pacific Global Investment Management
California
$235K
CAM
1671
Cidel Asset Management
Ontario, Canada
$234K
QPWM
1672
Quadrant Private Wealth Management
Pennsylvania
$234K +$6.82K +11 +3%
FCM
1673
Fourpath Capital Management
Oklahoma
$234K +$221K +356 New
TPWM
1674
Twelve Points Wealth Management
Massachusetts
$233K
NAM
1675
NTV Asset Management
West Virginia
$233K +$6.82K +11 +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.