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Intuit

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
1776
Avalon Trust
New Mexico
$103K
FMTCOCP
1777
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K
HWP
1778
Highline Wealth Partners
California
$92.3K +$659 +1 +0.7%
PWMG
1779
Private Wealth Management Group
New Jersey
$88.1K +$1.97K +3 +2%
CA
1780
Continuum Advisory
Idaho
$87.4K +$25.6K +39 +41%
MWA
1781
MFA Wealth Advisors
Pennsylvania
$87.4K +$87.4K +133 New
Loomis, Sayles & Company
1782
Loomis, Sayles & Company
Massachusetts
$87K +$1.31K +2 +2%
GFPC
1783
Global Financial Private Client
Florida
$84.8K
MSWM
1784
Mowery & Schoenfeld Wealth Management
Illinois
$82.2K
ACM
1785
Anfield Capital Management
California
$82.2K +$80.8K +123 +6,150%
RWA
1786
Redmont Wealth Advisors
Illinois
$81.5K
CJ
1787
Caitlin John
Michigan
$77.8K +$3.96K +6 +5%
CFFP
1788
Center for Financial Planning
Michigan
$75.6K
EBA
1789
Eagle Bay Advisors
New York
$75.5K -$2.63K -4 -3%
GKIM
1790
GW&K Investment Management
Massachusetts
$74K +$3.93K +6 +6%
HNB
1791
Hilltop National Bank
Wyoming
$72.3K +$1.31K +2 +2%
SIC
1792
SJS Investment Consulting
Ohio
$70.3K -$657 -1 -0.9%
CPG
1793
Custom Portfolio Group
Colorado
$70.3K
DMBA
1794
Deseret Mutual Benefit Administrators
Utah
$69.7K
WB
1795
Webster Bank
Connecticut
$68.4K +$15.1K +23 +28%
SP
1796
SWS Partners
Ohio
$66.7K +$66.7K +101 New
AA
1797
Addison Advisors
Vermont
$65.7K -$1.31K -2 -2%
DF
1798
DecisionPoint Financial
Arizona
$64.7K
GWSG
1799
GPS Wealth Strategies Group
Colorado
$64.7K +$13.9K +21 +27%
OA
1800
Operose Advisors
Wisconsin
$62.4K