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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
OP
1801
ORG Partners
Indiana
$86.4K -$14.7K -23 -14%
GSEP
1802
Golden State Equity Partners
California
$84.5K +$86.8K +136 New
Loomis, Sayles & Company
1803
Loomis, Sayles & Company
Massachusetts
$84K +$1.92K +3 +2%
PWMG
1804
Private Wealth Management Group
New Jersey
$83.8K +$638 +1 +0.7%
MWA
1805
MFA Wealth Advisors
Pennsylvania
$82.6K
ACM
1806
Anfield Capital Management
California
$77.6K
MSWM
1807
Mowery & Schoenfeld Wealth Management
Illinois
$77.6K
RWA
1808
Redmont Wealth Advisors
Illinois
$77K
QT
1809
Quantbot Technologies
New York
$77K +$72.1K +113 +1,027%
EBA
1810
Eagle Bay Advisors
New York
$73.9K +$2.55K +4 +3%
CFFP
1811
Center for Financial Planning
Michigan
$71.4K
CWP
1812
Capital Wealth Planning
Florida
$71.4K +$73.4K +115 New
LIS
1813
Legacy Investment Solutions
Idaho
$70.6K +$63.8K +100 New
LWMI
1814
Legacy Wealth Management (Idaho)
Idaho
$70.6K +$63.8K +100 New
SIC
1815
SJS Investment Consulting
Ohio
$66.4K
DMBA
1816
Deseret Mutual Benefit Administrators
Utah
$65.8K
HNB
1817
Hilltop National Bank
Wyoming
$63.3K -$5.11K -8 -7%
DF
1818
DecisionPoint Financial
Arizona
$62.1K
GWSG
1819
GPS Wealth Strategies Group
Colorado
$61.7K +$638 +1 +1%
FMP
1820
Financial Management Professionals
Texas
$60K +$1.28K +2 +2%
OA
1821
Operose Advisors
Wisconsin
$59K
AWM
1822
Abound Wealth Management
Tennessee
$58.7K +$5.75K +9 +11%
TIM
1823
Tortoise Investment Management
New York
$56.5K +$32.6K +51 +128%
TFA
1824
Toth Financial Advisory
Virginia
$56.1K
LWANC
1825
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.3K

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.