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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
TPA
1651
Trivium Point Advisory
Connecticut
$274K +$46.6K +73 +20%
TVAMP
1652
Tennessee Valley Asset Management Partners
Tennessee
$271K
TWM
1653
Tanager Wealth Management
United Kingdom
$270K -$150K -234 -35%
CG
1654
Corundum Group
Colorado
$270K -$31.3K -49 -10%
BBNB
1655
Baker Boyer National Bank
Washington
$270K +$6.39K +10 +2%
WCF
1656
West Coast Financial
California
$269K
CFAM
1657
Center For Asset Management
Florida
$269K +$273K +428 New
BC
1658
Burney Company
Virginia
$268K +$639 +1 +0.2%
RCA
1659
Resonant Capital Advisors
Wisconsin
$268K +$55.6K +87 +26%
JSC
1660
Jackson Square Capital
California
$267K
RIL
1661
Rothschild Investment LLC
Illinois
$267K +$5.11K +8 +2%
BWM
1662
BlackDiamond Wealth Management
New York
$266K +$37.1K +58 +16%
AIM
1663
Acropolis Investment Management
Missouri
$266K
SA
1664
Scarborough Advisors
Maryland
$264K
LJAC
1665
L.J. Altfest & Co
New York
$263K +$639 +1 +0.2%
VAF
1666
Values Added Financial
District of Columbia
$263K
RCA
1667
Ranch Capital Advisors
Florida
$263K
PFG
1668
Putney Financial Group
California
$262K +$266K +417 New
SFP
1669
Shepherd Financial Partners
Massachusetts
$262K +$3.19K +5 +1%
MCC
1670
Malaga Cove Capital
California
$261K -$7.67K -12 -3%
WA
1671
WPG Advisers
Maryland
$260K +$265K +414 New
EWA
1672
Etesian Wealth Advisors
Oregon
$260K -$7.03K -11 -3%
CHAM
1673
Clear Harbor Asset Management
Connecticut
$258K
JWM
1674
Jeppson Wealth Management
California
$258K -$1.92K -3 -0.7%
BLC
1675
Brown, Lisle/Cummings
Rhode Island
$258K

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.