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Intuit

1,946 hedge funds and large institutions have $141B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 805 increasing their positions, 699 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
28.15%
Holding in Top 10
55
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-33.73%
% of All Funds
0.8%
New
142
Increased
805
Reduced
699
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
1776
Global Financial Private Client
Florida
$106K +$25.5K +41 +32%
WT
1777
Washington Trust
Rhode Island
$104K -$621 -1 -0.6%
NS
1778
NBC Securities
Alabama
$99K -$1.23K -2 -1%
AT
1779
Avalon Trust
New Mexico
$97.5K
IBOK
1780
Independence Bank of Kentucky
Kentucky
$95K +$76.4K +123 +410%
CAS
1781
Coppell Advisory Solutions
Texas
$93.5K +$36.5K +59 +64%
FMTCOCP
1782
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
PGAM
1783
Princeton Global Asset Management
New Jersey
$92.8K +$41.7K +67 +82%
HWP
1784
Highline Wealth Partners
California
$89.8K +$3.1K +5 +4%
AA
1785
Addison Advisors
Vermont
$88.2K +$26.1K +42 +42%
GKIM
1786
GW&K Investment Management
Massachusetts
$88K +$17.5K +28 +25%
OP
1787
ORG Partners
Indiana
$86.4K -$14.3K -23 -14%
GSEP
1788
Golden State Equity Partners
California
$84.5K +$84.5K +136 New
Loomis, Sayles & Company
1789
Loomis, Sayles & Company
Massachusetts
$84K +$1.85K +3 +2%
PWMG
1790
Private Wealth Management Group
New Jersey
$83.8K +$621 +1 +0.7%
MWA
1791
MFA Wealth Advisors
Pennsylvania
$82.6K
MSWM
1792
Mowery & Schoenfeld Wealth Management
Illinois
$77.6K
ACM
1793
Anfield Capital Management
California
$77.6K
RWA
1794
Redmont Wealth Advisors
Illinois
$77K
QT
1795
Quantbot Technologies
New York
$77K +$70.2K +113 +1,027%
EBA
1796
Eagle Bay Advisors
New York
$73.9K +$2.48K +4 +3%
CFFP
1797
Center for Financial Planning
Michigan
$71.4K
CWP
1798
Capital Wealth Planning
Florida
$71.4K +$71.4K +115 New
LIS
1799
Legacy Investment Solutions
Idaho
$70.6K +$70.6K +100 New
LWMI
1800
Legacy Wealth Management (Idaho)
Idaho
$70.6K +$70.6K +100 New