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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
WFA
1801
Wade Financial Advisory
California
$202K -$16K -25 -7%
LA
1802
Lifeworks Advisors
Michigan
$202K +$205K +321 New
RTC
1803
Riverview Trust Company
Washington
$201K +$1.28K +2 +0.6%
DE
1804
Diversified Enterprises
Delaware
$200K +$204K +319 New
PPC
1805
Park Place Capital
Alabama
$195K +$26.8K +42 +16%
C
1806
Covestor
United Kingdom
$192K -$51.1K -80 -21%
CAIM
1807
Catherine Avery Investment Management
Florida
$189K +$192K +300 New
HWM
1808
Hemington Wealth Management
Virginia
$188K +$8.95K +14 +5%
JFGIW
1809
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K -$83.1K -130 -30%
DIP
1810
DT Investment Partners
Pennsylvania
$185K +$9.59K +15 +5%
VCM
1811
Versant Capital Management
Arizona
$185K +$35.1K +55 +23%
CM
1812
Capula Management
Cayman Islands
$183K +$19.8K +31 +12%
YP
1813
YANKCOM Partnership
South Dakota
$180K +$183K +286 New
CFFP
1814
Center for Financial Planning
Michigan
$178K +$107K +168 +146%
HIIFS
1815
Harel Insurance Investments & Financial Services
Israel
$177K -$23K -36 -11%
AF
1816
Advisornet Financial
Minnesota
$174K -$31.3K -49 -15%
MMCM
1817
Murphy & Mullick Capital Management
New York
$171K +$174K +272 New
MFG
1818
Menard Financial Group
Texas
$167K +$169K +265 New
HIM
1819
Hillsdale Investment Management
Ontario, Canada
$165K -$230K -360 -58%
CT
1820
Coastline Trust
Rhode Island
$162K -$5.11K -8 -3%
WSC
1821
Wellington Shields & Co
New York
$161K
HCP
1822
Hexagon Capital Partners
Arkansas
$157K -$1.28K -2 -0.8%
PCWA
1823
Pacific Capital Wealth Advisors
California
$156K -$10.9K -17 -6%
WPWM
1824
Western Pacific Wealth Management
Illinois
$155K +$17.9K +28 +13%
DAM
1825
Delta Asset Management
Tennessee
$143K

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.