We are live on ! Find out more

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
RA
1776
Rise Advisors
New York
$140K -$1.28K -2 -0.9%
WPWM
1777
Western Pacific Wealth Management
Illinois
$136K -$21.1K -33 -13%
DJSG
1778
D.J. St. Germain
Massachusetts
$129K
ICM
1779
Islay Capital Management
Texas
$127K
PBK
1780
Peoples Bank (Kansas)
Kansas
$124K
BCM
1781
Birch Capital Management
Texas
$122K
WTA
1782
Washington Trust Advisors
Massachusetts
$120K -$33.2K -52 -21%
BSC
1783
Brown Shipley & Co
United Kingdom
$120K
CA
1784
Continuum Advisory
Idaho
$120K +$24.3K +38 +29%
VFA
1785
Values First Advisors
Tennessee
$120K +$123K +193 New
FMII
1786
Farmers & Merchants Investments Inc
Nebraska
$117K -$638 -1 -0.5%
GPI
1787
General Partner Inc
Pennsylvania
$116K
ITIM
1788
Indiana Trust & Investment Management
Indiana
$112K
AWM
1789
Avior Wealth Management
Nebraska
$107K +$638 +1 +0.6%
GFPC
1790
Global Financial Private Client
Florida
$106K +$26.2K +41 +32%
WT
1791
Washington Trust
Rhode Island
$104K -$638 -1 -0.6%
NS
1792
NBC Securities
Alabama
$99K -$1.28K -2 -1%
AT
1793
Avalon Trust
New Mexico
$97.5K
IBOK
1794
Independence Bank of Kentucky
Kentucky
$95K +$78.5K +123 +410%
CAS
1795
Coppell Advisory Solutions
Texas
$93.5K +$37.7K +59 +64%
FMTCOCP
1796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
PGAM
1797
Princeton Global Asset Management
New Jersey
$92.8K +$42.8K +67 +82%
HWP
1798
Highline Wealth Partners
California
$89.8K +$3.19K +5 +4%
AA
1799
Addison Advisors
Vermont
$88.2K +$26.8K +42 +42%
GKIM
1800
GW&K Investment Management
Massachusetts
$88K +$17.9K +28 +25%

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.