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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
SHF
1726
Stage Harbor Financial
Massachusetts
$213K -$25.5K -40 -10%
GC
1727
Grimes & Company
Massachusetts
$213K +$638 +1 +0.3%
LWL
1728
Leo Wealth LLC
Texas
$212K +$17.2K +27 +9%
CA
1729
Claro Advisors
Massachusetts
$212K -$13.4K -21 -6%
RCA
1730
Resonant Capital Advisors
Wisconsin
$211K +$216K +339 New
IFS
1731
Ifrah Financial Services
Arkansas
$210K -$4.47K -7 -2%
S
1732
Sunpointe
Missouri
$209K +$8.94K +14 +4%
BW
1733
Bison Wealth
Georgia
$209K -$159K -249 -43%
SSB
1734
Sandy Spring Bank
Maryland
$209K -$96.4K -151 -31%
UCB
1735
United Community Bank
South Carolina
$208K
WA
1736
Westfuller Advisors
New York
$207K +$213K +333 New
GGS
1737
Galvin Gaustad & Stein
Arizona
$206K -$4.47K -7 -2%
RWP
1738
Revolve Wealth Partners
New Jersey
$206K -$8.3K -13 -4%
SIS
1739
Sound Income Strategies
Florida
$206K
FFA
1740
Florida Financial Advisors
Florida
$205K +$7.66K +12 +4%
ML
1741
McAdam LLC
Pennsylvania
$205K +$211K +330 New
XF
1742
XML Financial
Maryland
$204K -$167K -262 -44%
WRPWM
1743
Werba Rubin Papier Wealth Management
California
$204K +$3.83K +6 +2%
NGA
1744
Naples Global Advisors
Florida
$203K
RB
1745
Renasant Bank
Mississippi
$203K +$5.11K +8 +3%
WP
1746
Westmount Partners
California
$203K +$5.75K +9 +3%
I
1747
INVST
Indiana
$203K +$209K +327 New
PMFA
1748
Plante Moran Financial Advisors
Michigan
$202K -$15.3K -24 -7%
AF
1749
Advisornet Financial
Minnesota
$202K +$17.2K +27 +9%
SCA
1750
Sandy Cove Advisors
Massachusetts
$202K +$207K +325 New

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.