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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
CIP
1676
Convergence Investment Partners
Florida
$257K -$1.92K -3 -0.7%
TNA
1677
True North Advisors
Texas
$257K +$10.9K +17 +4%
GS
1678
GWN Securities
Florida
$257K +$274K +429 New
AWA
1679
Amplius Wealth Advisors
Pennsylvania
$256K -$5.75K -9 -2%
LI
1680
LMCG Investments
Massachusetts
$256K -$5.23M -8,184 -95%
CAWM
1681
Capital A Wealth Management
Pennsylvania
$256K +$260K +407 New
MSFS
1682
Main Street Financial Solutions
Pennsylvania
$255K +$259K +406 New
HBS
1683
Howard Bailey Securities
Indiana
$255K +$639 +1 +0.2%
JIP
1684
Jaffetilchin Investment Partners
Florida
$254K +$639 +1 +0.2%
PHWM
1685
Pine Harbor Wealth Management
Maryland
$254K
MHC
1686
May Hill Capital
Massachusetts
$253K +$257K +402 New
PMSA
1687
Patrick M. Sweeney & Associates
Illinois
$252K +$28.8K +45 +13%
IA
1688
IFG Advisory
Georgia
$251K +$256K +400 New
CAM
1689
Carret Asset Management
New York
$251K
FA
1690
Fortis Advisors
Pennsylvania
$251K
LWM
1691
Luminvest Wealth Management
Arizona
$251K
PBF
1692
Petix & Botte Financial
California
$251K
LJHT
1693
Laurie J. Hall Trustee
$251K
ABC
1694
Associated Banc-Corp
Wisconsin
$251K
MME
1695
Meag Munich Ergo
Germany
$250K
WEG
1696
World Equity Group
Illinois
$250K +$254K +398 New
SA
1697
Sovran Advisors
California
$250K +$256K +400 New
GCM
1698
Gallacher Capital Management
Colorado
$249K -$3.19K -5 -1%
CWG
1699
Crown Wealth Group
North Carolina
$248K +$5.11K +8 +2%
AF
1700
Apexium Financial
Texas
$248K +$252K +395 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.