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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
RIL
1676
Rothschild Investment LLC
Illinois
$233K +$22.3K +36 +11%
SWP
1677
Semus Wealth Partners
Florida
$233K -$27.3K -44 -11%
PWM
1678
Power Wealth Management
Georgia
$231K -$216K -349 -50%
BBA
1679
Braun-Bostich & Associates
Pennsylvania
$231K -$188K -303 -46%
SIM
1680
SSI Investment Management
California
$231K
GWM
1681
GoalFusion Wealth Management
Texas
$231K
CT
1682
Coastline Trust
Rhode Island
$231K -$12.4K -20 -5%
PMFA
1683
Plante Moran Financial Advisors
Michigan
$230K +$3.72K +6 +2%
VCG
1684
Vantage Consulting Group
Virginia
$229K +$14.3K +23 +7%
IEFM
1685
IQ EQ Fund Management
Ireland
$228K -$42.2K -68 -16%
CCP
1686
Clarkston Capital Partners
Michigan
$227K
AB
1687
Atlas Brown
Kentucky
$227K +$214K +345 New
OBWG
1688
Onyx Bridge Wealth Group
New York
$227K -$1.86K -3 -0.9%
IFS
1689
Ifrah Financial Services
Arkansas
$227K -$103K -166 -32%
LI
1690
Lafayette Investments
Maryland
$226K +$7.44K +12 +4%
EA
1691
Echo45 Advisors
California
$226K -$41.6K -67 -16%
RWP
1692
Revolve Wealth Partners
New Jersey
$226K -$24.2K -39 -10%
MFA
1693
Mayflower Financial Advisors
Massachusetts
$225K +$5.58K +9 +3%
Members Trust
1694
Members Trust
Florida
$225K
SIM
1695
Stratos Investment Management
Ohio
$224K +$19.8K +32 +10%
GC
1696
Grimes & Company
Massachusetts
$224K +$212K +341 New
SP
1697
Stonebrook Private
Michigan
$224K -$35.4K -57 -14%
WG
1698
Wealth Group
North Carolina
$224K +$3.1K +5 +1%
GGS
1699
Galvin Gaustad & Stein
Arizona
$223K +$4.34K +7 +2%
RCM
1700
Raleigh Capital Management
North Carolina
$223K +$28.5K +46 +16%

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.