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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
SCA
1776
Sandy Cove Advisors
Massachusetts
$211K +$6.39K +10 +3%
DWM
1777
DecisionMap Wealth Management
Virginia
$211K +$214K +335 New
S
1778
Sunpointe
Missouri
$210K -$1.28K -2 -0.6%
RA
1779
Resolute Advisors
California
$210K +$213K +334 New
WA
1780
Westfuller Advisors
New York
$209K
GGS
1781
Galvin Gaustad & Stein
Arizona
$209K
FMTC
1782
Farmers & Merchants Trust Company
California
$208K +$212K +331 New
UBV
1783
United Bank (Virginia)
Virginia
$207K -$8.95K -14 -4%
ACI
1784
Alpha Cubed Investments
California
$207K +$210K +329 New
IEFM
1785
IQ EQ Fund Management
Ireland
$206K +$1.92K +3 +0.9%
IFS
1786
Ifrah Financial Services
Arkansas
$206K -$6.39K -10 -3%
NGA
1787
Naples Global Advisors
Florida
$206K
GSEP
1788
Golden State Equity Partners
California
$206K +$122K +191 +140%
AFC
1789
AFT Forsyth & Company
Florida
$206K -$61.3K -96 -23%
KNW
1790
Kesler Norman & Wride
Utah
$205K -$1.01M -1,582 -83%
ZF
1791
Zhang Financial
Michigan
$204K +$208K +325 New
PFA
1792
Pure Financial Advisors
California
$204K +$208K +325 New
I
1793
INVST
Indiana
$204K -$1.28K -2 -0.6%
OPW
1794
Osprey Private Wealth
New York
$204K
SIA
1795
SGL Investment Advisors
Montana
$204K -$435K -681 -66%
BCP
1796
Blue Chip Partners
Michigan
$204K +$3.83K +6 +2%
AMCA
1797
Arthur M. Cohen & Associates
Illinois
$203K +$206K +323 New
CIC
1798
Crawford Investment Counsel
Georgia
$203K +$206K +323 New
PWA
1799
Physician Wealth Advisors
Utah
$203K +$206K +323 New
SAM
1800
Strive Asset Management
Ohio
$203K +$206K +323 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.