We are live on ! Find out more

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
CJ
1801
Caitlin John
Michigan
$77.8K +$3.72K +6 +5%
CFFP
1802
Center for Financial Planning
Michigan
$75.6K
EBA
1803
Eagle Bay Advisors
New York
$75.5K -$2.48K -4 -3%
GKIM
1804
GW&K Investment Management
Massachusetts
$74K +$3.72K +6 +6%
HNB
1805
Hilltop National Bank
Wyoming
$72.3K +$1.24K +2 +2%
SIC
1806
SJS Investment Consulting
Ohio
$70.3K -$620 -1 -0.9%
CPG
1807
Custom Portfolio Group
Colorado
$70.3K
DMBA
1808
Deseret Mutual Benefit Administrators
Utah
$69.7K
WB
1809
Webster Bank
Connecticut
$68.3K +$14.3K +23 +28%
SP
1810
SWS Partners
Ohio
$66.7K +$62.6K +101 New
AA
1811
Addison Advisors
Vermont
$65.7K -$1.24K -2 -2%
DF
1812
DecisionPoint Financial
Arizona
$64.7K
GWSG
1813
GPS Wealth Strategies Group
Colorado
$64.7K +$13K +21 +27%
OA
1814
Operose Advisors
Wisconsin
$62.4K
FMP
1815
Financial Management Professionals
Texas
$62K +$1.24K +2 +2%
CAS
1816
Coppell Advisory Solutions
Texas
$60.5K +$57.1K +92 New
TFA
1817
Toth Financial Advisory
Virginia
$59.3K
LWANC
1818
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.5K
PAG
1819
Paladin Advisory Group
Iowa
$56.6K
AWM
1820
Abound Wealth Management
Tennessee
$56.1K -$1.86K -3 -3%
RA
1821
Ransom Advisory
Rhode Island
$55.2K +$52.1K +84 New
PGAM
1822
Princeton Global Asset Management
New Jersey
$54.2K -$25.4K -41 -33%
KFI
1823
Key Financial Inc
Pennsylvania
$52.6K
KB
1824
Kimelman & Baird
New York
$49.3K +$46.5K +75 New
PSB
1825
Piscataqua Savings Bank
New Hampshire
$49.3K -$9.3K -15 -17%

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.