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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
RB
1726
Renasant Bank
Mississippi
$210K -$31K -50 -14%
GAM
1727
Gould Asset Management
California
$210K +$198K +319 New
FFA
1728
Florida Financial Advisors
Florida
$209K +$198K +319 New
HWM
1729
Hemington Wealth Management
Virginia
$209K +$3.1K +5 +2%
A
1730
AJOVista
Massachusetts
$209K
AMCA
1731
Arthur M. Cohen & Associates
Illinois
$209K +$197K +318 New
D
1732
Diversified
Delaware
$209K +$197K +318 New
CWM
1733
Chesapeake Wealth Management
Virginia
$209K
TPA
1734
Trivium Point Advisory
Connecticut
$208K +$197K +317 New
HIIFS
1735
Harel Insurance Investments & Financial Services
Israel
$208K -$276K -445 -58%
WP
1736
Westmount Partners
California
$207K
LWL
1737
Leo Wealth LLC
Texas
$206K -$21.7K -35 -10%
RTC
1738
Riverview Trust Company
Washington
$206K
RFM
1739
Royal Fund Management
Florida
$206K
RS
1740
Retirement Solution
Washington
$205K -$1.86K -3 -1%
MSFS
1741
Main Street Financial Solutions
Pennsylvania
$205K +$194K +312 New
OAM
1742
Oxford Asset Management
United Kingdom
$205K +$194K +312 New
FBB
1743
Fulton Breakefield Broenniman
Maryland
$204K +$620 +1 +0.3%
EDRIA
1744
Edmonds Duncan Registered Investment Advisors
Kansas
$204K
VDI
1745
Vaughan David Investments
Illinois
$202K +$191K +308 New
CWAG
1746
Compton Wealth Advisory Group
Virginia
$202K +$190K +307 New
OCM
1747
One Capital Management
California
$202K +$190K +307 New
CP
1748
Canopy Partners
Ohio
$201K -$66.4K -107 -26%
MCCA
1749
Mill Creek Capital Advisors
Pennsylvania
$201K +$190K +306 New
AF
1750
Apexium Financial
Texas
$200K -$30.4K -49 -14%

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.