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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
MSA
1701
Marino Stram & Associates
Massachusetts
$226K +$638 +1 +0.3%
HIG
1702
Heritage Investment Group
Florida
$225K
AWM
1703
Aviso Wealth Management
Washington
$225K
PB
1704
Pinnacle Bancorp
Nebraska
$225K
BOS
1705
Bank of Stockton
California
$224K
BAAM
1706
Baker Avenue Asset Management
California
$224K +$14K +22 +7%
HIP
1707
HUB Investment Partners
Texas
$223K +$18.5K +29 +9%
SP
1708
Successful Portfolios
Florida
$222K
PGIM
1709
Pacific Global Investment Management
California
$222K
EA
1710
Emerald Advisors
Washington
$221K +$14.7K +23 +7%
CAM
1711
Cidel Asset Management
Ontario, Canada
$221K
PMSA
1712
Patrick M. Sweeney & Associates
Illinois
$221K +$32.6K +51 +17%
NAM
1713
NTV Asset Management
West Virginia
$220K
TPWM
1714
Twelve Points Wealth Management
Massachusetts
$220K
AAS
1715
Ameritas Advisory Services
Nebraska
$220K -$17.2K -27 -7%
AB
1716
Atlas Brown
Kentucky
$219K +$4.47K +7 +2%
GWANC
1717
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K -$12.1K -19 -5%
SIM
1718
SSI Investment Management
California
$219K
DA
1719
DSC Advisors
Illinois
$218K -$16K -25 -7%
HI
1720
Harbour Investments
Wisconsin
$218K +$8.94K +14 +4%
WFA
1721
Wade Financial Advisory
California
$215K -$16K -25 -7%
CCP
1722
Clarkston Capital Partners
Michigan
$215K
UBV
1723
United Bank (Virginia)
Virginia
$214K -$33.8K -53 -13%
OBWG
1724
Onyx Bridge Wealth Group
New York
$214K -$638 -1 -0.3%
LI
1725
Lafayette Investments
Maryland
$214K

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.