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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
BAM
1726
Berkshire Asset Management
Pennsylvania
$235K +$251K +393 New
EA
1727
Emerald Advisors
Washington
$235K +$8.31K +13 +4%
BBA
1728
Braun-Bostich & Associates
Pennsylvania
$234K -$16K -25 -6%
FC
1729
Family CFO
California
$234K +$238K +373 New
CIA
1730
Compass Ion Advisors
Pennsylvania
$233K -$2.56K -4 -1%
RF
1731
RHS Financial
California
$233K -$9.59K -15 -4%
CIEC
1732
Crédit Industriel et Commercial
France
$233K +$236K +370 New
GWANC
1733
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$10.9K +17 +5%
AF
1734
Avanza Fonder
Sweden
$230K +$234K +366 New
GC
1735
Grimes & Company
Massachusetts
$230K +$15.3K +24 +7%
MSA
1736
Marino Stram & Associates
Massachusetts
$229K
HIG
1737
Heritage Investment Group
Florida
$228K
FFA
1738
Florida Financial Advisors
Florida
$228K +$20.4K +32 +10%
NFSG
1739
Newbridge Financial Services Group
Florida
$228K +$231K +362 New
AWM
1740
Aviso Wealth Management
Washington
$228K
PB
1741
Pinnacle Bancorp
Nebraska
$228K
BEW
1742
Burton Enright Welch
California
$227K +$231K +361 New
UAG
1743
United Advisor Group
Ohio
$226K +$229K +359 New
SP
1744
Successful Portfolios
Florida
$225K
NAM
1745
NTV Asset Management
West Virginia
$223K
UCB
1746
United Community Bank
South Carolina
$223K +$12.8K +20 +6%
SC
1747
Stance Capital
Massachusetts
$223K +$227K +355 New
AB
1748
Atlas Brown
Kentucky
$223K +$1.28K +2 +0.6%
LI
1749
Lafayette Investments
Maryland
$222K +$6.39K +10 +3%
BOS
1750
Bank of Stockton
California
$222K -$4.47K -7 -2%

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.