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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
ICM
1776
Islay Capital Management
Texas
$135K
PBK
1777
Peoples Bank (Kansas)
Kansas
$131K
BCM
1778
Birch Capital Management
Texas
$129K
BSC
1779
Brown Shipley & Co
United Kingdom
$127K -$286K -461 -70%
FMII
1780
Farmers & Merchants Investments Inc
Nebraska
$125K
GPI
1781
General Partner Inc
Pennsylvania
$123K
WSC
1782
Wellington Shields & Co
New York
$119K +$18.6K +30 +20%
ITIM
1783
Indiana Trust & Investment Management
Indiana
$118K
AWM
1784
Avior Wealth Management
Nebraska
$112K -$102K -164 -49%
WT
1785
Washington Trust
Rhode Island
$110K +$9.92K +16 +11%
ACA
1786
Atlas Capital Advisors
Wyoming
$110K
Capstone Investment Advisors
1787
Capstone Investment Advisors
New York
$107K -$1.62M -2,610 -94%
NS
1788
NBC Securities
Alabama
$107K +$620 +1 +0.6%
OP
1789
ORG Partners
Indiana
$106K +$96.1K +155 +2,214%
AT
1790
Avalon Trust
New Mexico
$103K
FMTCOCP
1791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K
HWP
1792
Highline Wealth Partners
California
$92.3K +$620 +1 +0.7%
PWMG
1793
Private Wealth Management Group
New Jersey
$88.1K +$1.86K +3 +2%
CA
1794
Continuum Advisory
Idaho
$87.4K +$24.2K +39 +41%
MWA
1795
MFA Wealth Advisors
Pennsylvania
$87.4K +$82.5K +133 New
Loomis, Sayles & Company
1796
Loomis, Sayles & Company
Massachusetts
$87K +$1.24K +2 +2%
GFPC
1797
Global Financial Private Client
Florida
$84.8K
MSWM
1798
Mowery & Schoenfeld Wealth Management
Illinois
$82.2K
ACM
1799
Anfield Capital Management
California
$82.2K +$76.3K +123 +6,150%
RWA
1800
Redmont Wealth Advisors
Illinois
$81.5K

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.