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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
STB
1826
S&T Bank
Pennsylvania
$143K +$146K +228 New
CMBA
1827
C.M. Bidwell & Associates
Hawaii
$143K
MSG
1828
Main Street Group
Virginia
$142K +$1.28K +2 +0.9%
OP
1829
ORG Partners
Indiana
$141K +$54.3K +85 +61%
RA
1830
Rise Advisors
New York
$138K -$3.83K -6 -3%
LFG
1831
Larson Financial Group
Missouri
$131K -$58.8K -92 -31%
DJSG
1832
D.J. St. Germain
Massachusetts
$130K
IWM
1833
IMG Wealth Management
Florida
$129K +$131K +205 New
NWWA
1834
New Wave Wealth Advisors
Arkansas
$128K +$130K +204 New
PBK
1835
Peoples Bank (Kansas)
Kansas
$126K
BCM
1836
Birch Capital Management
Texas
$124K
BSC
1837
Brown Shipley & Co
United Kingdom
$121K
SO
1838
Sierra Ocean
California
$119K +$121K +189 New
FMII
1839
Farmers & Merchants Investments Inc
Nebraska
$118K -$639 -1 -0.5%
GPI
1840
General Partner Inc
Pennsylvania
$118K
CA
1841
Continuum Advisory
Idaho
$115K +$7.67K +12 +7%
ITIM
1842
Indiana Trust & Investment Management
Indiana
$113K
AT
1843
Avalon Trust
New Mexico
$111K +$12.8K +20 +13%
IBOK
1844
Independence Bank of Kentucky
Kentucky
$110K +$14.1K +22 +14%
PFT
1845
Providence First Trust
Arizona
$110K +$112K +175 New
CIAM
1846
Caitong International Asset Management
Hong Kong
$109K +$111K +174 New
WT
1847
Washington Trust
Rhode Island
$108K +$3.19K +5 +3%
GFPC
1848
Global Financial Private Client
Florida
$108K +$1.28K +2 +1%
AIP
1849
Arrowpoint Investment Partners
Singapore
$107K +$109K +170 New
GCM
1850
GKV Capital Management
California
$107K +$109K +170 New

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.