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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
FUBT
1826
First United Bank & Trust
Maryland
$48.6K
WPA
1827
West Paces Advisors
Georgia
$47.3K
IFAM
1828
Institutional & Family Asset Management
Colorado
$47.3K +$11.2K +18 +33%
KPP
1829
Kings Path Partners
Texas
$47.3K +$44.7K +72 New
CPG
1830
Cornerstone Planning Group
New Jersey
$47K -$3.1K -5 -6%
HB
1831
Horizon Bancorp
Indiana
$45K -$15.5K -25 -27%
AP
1832
Atwood & Palmer
Missouri
$44K -$1.24K -2 -3%
S
1833
Sachetta
Massachusetts
$43.2K +$3.72K +6 +10%
BC
1834
Barrett & Company
Rhode Island
$43K
PP
1835
Pacifica Partners
Canada
$42.9K
CSC
1836
Caldwell Sutter Capital
California
$42.7K +$40.3K +65 New
CP
1837
Camelot Portfolios
Ohio
$42.7K +$40.3K +65 New
SWC
1838
Spectrum Wealth Counsel
Indiana
$42.7K
SL
1839
Salomon & Ludwin
Virginia
$42.1K
MFT
1840
Moisand Fitzgerald Tamayo
Florida
$39.4K
HWA
1841
HHM Wealth Advisors
Tennessee
$39.4K +$27.3K +44 +275%
JSAM
1842
J. Safra Asset Management
New York
$39.4K +$37.2K +60 New
TCA
1843
Trifecta Capital Advisors
Illinois
$38.8K +$21.7K +35 +146%
BWL
1844
Bogart Wealth LLC
Virginia
$36.1K
BSB
1845
Bangor Savings Bank
Maine
$35.5K
HGA
1846
Hobbs Group Advisors
South Carolina
$34.8K +$32.9K +53 New
MA
1847
MCF Advisors
Kentucky
$33.5K +$1.86K +3 +6%
AFG
1848
Albion Financial Group
Utah
$32.9K
CIA
1849
Cape Investment Advisory
Georgia
$32.9K
CSB
1850
City State Bank
Iowa
$32.9K

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.