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Intuit

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1826
HHM Wealth Advisors
Tennessee
$39.4K +$28.9K +44 +275%
JSAM
1827
J. Safra Asset Management
New York
$39.4K +$39.4K +60 New
TCA
1828
Trifecta Capital Advisors
Illinois
$38.8K +$23K +35 +146%
BWL
1829
Bogart Wealth LLC
Virginia
$36.1K
BSB
1830
Bangor Savings Bank
Maine
$35.5K
HGA
1831
Hobbs Group Advisors
South Carolina
$34.8K +$34.8K +53 New
MA
1832
MCF Advisors
Kentucky
$33.5K +$1.97K +3 +6%
TLA
1833
Tanglewood Legacy Advisors
Texas
$32.9K
AFG
1834
Albion Financial Group
Utah
$32.9K
CSB
1835
City State Bank
Iowa
$32.9K
CIA
1836
Cape Investment Advisory
Georgia
$32.9K
TCM
1837
Tradewinds Capital Management
Washington
$32.9K +$16.4K +25 +100%
PWA
1838
Provenance Wealth Advisors
Florida
$30.2K
DPW
1839
DiNuzzo Private Wealth
Pennsylvania
$30.2K +$3.94K +6 +15%
VAG
1840
VisionPoint Advisory Group
Texas
$29.6K +$15.8K +24 +114%
OIA
1841
Optimum Investment Advisors
Illinois
$28.9K
HDIM
1842
Hanson & Doremus Investment Management
Vermont
$28K
CTA
1843
Colonial Trust Advisors
South Carolina
$27.6K -$1.31K -2 -5%
WBC
1844
West Branch Capital
Massachusetts
$26.3K -$1.97K -3 -7%
CC
1845
Cultivar Capital
Texas
$26.3K +$26.3K +40 New
TIM
1846
Tortoise Investment Management
New York
$26.3K +$7.89K +12 +43%
FW
1847
Fairway Wealth
Ohio
$26.3K +$26.3K +40 New
CFD
1848
Creative Financial Designs
Indiana
$25K
LFA
1849
LGT Financial Advisors
Texas
$25K +$25K +38 New
FFA
1850
Frazier Financial Advisors
Ohio
$24.3K -$5.26K -8 -18%