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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
ML
1751
McAdam LLC
Pennsylvania
$222K +$14.7K +23 +7%
SIM
1752
SSI Investment Management
California
$221K
TPWM
1753
Twelve Points Wealth Management
Massachusetts
$220K -$3.19K -5 -1%
RB
1754
Renasant Bank
Mississippi
$219K +$14.1K +22 +7%
CCG
1755
Chatham Capital Group
Georgia
$219K +$222K +348 New
NFTC
1756
North Forty Two & Co
Oregon
$219K +$222K +348 New
CWC
1757
Carolinas Wealth Consulting
North Carolina
$219K -$35.1K -55 -14%
CRWM
1758
Castle Rock Wealth Management
California
$219K -$1.92K -3 -0.8%
CCP
1759
Clarkston Capital Partners
Michigan
$217K
PMFA
1760
Plante Moran Financial Advisors
Michigan
$217K +$12.8K +20 +6%
HI
1761
Harbour Investments
Wisconsin
$217K -$3.19K -5 -1%
WG
1762
Wealth Group
North Carolina
$217K +$220K +345 New
HIP
1763
HUB Investment Partners
Texas
$217K -$8.95K -14 -4%
CG
1764
CFO4Life Group
Texas
$217K +$220K +345 New
WRPWM
1765
Werba Rubin Papier Wealth Management
California
$216K +$10.2K +16 +5%
OPCM
1766
Osborne Partners Capital Management
California
$216K +$220K +344 New
OBWG
1767
Onyx Bridge Wealth Group
New York
$215K -$1.28K -2 -0.6%
AFP
1768
Ausdal Financial Partners
Iowa
$214K +$218K +341 New
PWM
1769
Power Wealth Management
Georgia
$212K -$26.8K -42 -11%
SIS
1770
Sound Income Strategies
Florida
$212K +$3.83K +6 +2%
WP
1771
Westmount Partners
California
$212K +$6.39K +10 +3%
CFGW
1772
Chancellor Financial Group WB
Pennsylvania
$212K +$215K +337 New
SSB
1773
Sandy Spring Bank
Maryland
$211K
FOA
1774
Five Oceans Advisors
California
$211K -$63.9K -100 -23%
GSWM
1775
Golden State Wealth Management
California
$211K +$214K +335 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.