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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1676
Graves Light Lenhart Wealth
Virginia
$243K -$27.4K -43 -10%
AWM
1677
Angeles Wealth Management
California
$243K +$3.19K +5 +1%
WB
1678
West Bancorporation
Iowa
$243K +$7.66K +12 +3%
RWI
1679
Red Wave Investments
Pennsylvania
$242K +$638 +1 +0.3%
OWM
1680
OneAscent Wealth Management
Alabama
$242K +$248K +389 New
SW
1681
Solidarity Wealth
Utah
$242K -$5.75K -9 -2%
CWG
1682
Crown Wealth Group
North Carolina
$240K -$3.19K -5 -1%
C
1683
Covestor
United Kingdom
$240K +$16.6K +26 +7%
BW
1684
BIP Wealth
Georgia
$239K
QPWM
1685
Quadrant Private Wealth Management
Pennsylvania
$239K +$18.5K +29 +8%
RF
1686
RHS Financial
California
$239K +$246K +385 New
SP
1687
Stonebrook Private
Michigan
$238K +$27.4K +43 +13%
PWM
1688
Power Wealth Management
Georgia
$235K +$17.2K +27 +8%
KIM
1689
Kestra Investment Management
Texas
$235K +$242K +379 New
WP
1690
WMS Partners
Maryland
$235K +$1.92K +3 +0.8%
SC
1691
Seldon Capital
California
$235K
CIA
1692
Compass Ion Advisors
Pennsylvania
$232K -$6.38K -10 -3%
SIM
1693
Stratos Investment Management
Ohio
$231K +$19.1K +30 +9%
CCA
1694
Cottonwood Capital Advisors
Utah
$230K -$4.47K -7 -2%
LW
1695
Linscomb Wealth
Texas
$230K
MSWM
1696
McGlone Suttner Wealth Management
Wisconsin
$229K +$8.3K +13 +4%
MFA
1697
Mayflower Financial Advisors
Massachusetts
$229K +$16K +25 +7%
RCM
1698
Raleigh Capital Management
North Carolina
$227K +$16.6K +26 +8%
WJA
1699
Willis Johnson & Associates
Texas
$227K +$29.4K +46 +14%
CRWM
1700
Castle Rock Wealth Management
California
$227K +$3.19K +5 +1%

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.