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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
1851
Kiely Wealth Advisory Group
North Carolina
$18K
KFS
1852
Kelly Financial Services
Massachusetts
$17.6K
TAM
1853
Tucker Asset Management
Colorado
$17.6K +$1.3K +2 +8%
VWA
1854
Valued Wealth Advisors
Utah
$17.6K +$5.2K +8 +42%
CAM
1855
Creekmur Asset Management
Illinois
$16.9K +$16.9K +26 New
WWM
1856
Wolff Wiese Magana
California
$16.3K
TCM
1857
Tradewinds Capital Management
Washington
$16.3K +$9.75K +15 +150%
CWM
1858
Cedar Wealth Management
California
$15.6K
TCA
1859
Trifecta Capital Advisors
Illinois
$15.6K
BMC
1860
Bear Mountain Capital
Washington
$15.3K
DF
1861
Dunhill Financial
United Kingdom
$15.3K +$1.99K +3 +15%
KA
1862
Kozak & Associates
Colorado
$15.1K +$7.86K +12 +109%
RFG
1863
REAP Financial Group
Texas
$14.3K -$3.91K -6 -21%
VAG
1864
VisionPoint Advisory Group
Texas
$13.7K -$7.15K -11 -34%
FPF
1865
First Pacific Financial
Washington
$13.7K
NIC
1866
Northwest Investment Counselors
Oregon
$13.7K +$13.7K +21 New
RFG
1867
RFP Financial Group
Georgia
$13K -$650 -1 -5%
ATC
1868
Adirondack Trust Company
New York
$13K +$650 +1 +5%
CM
1869
Capula Management
Cayman Islands
$13K +$8.45K +13 +186%
PCA
1870
Providence Capital Advisors
North Carolina
$12.4K -$81.3K -125 -87%
BCMLT
1871
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K +$8.45K +13 +217%
CAC
1872
Core Alternative Capital
Georgia
$11.1K -$67.6K -104 -86%
NMM
1873
Naples Money Management
Florida
$11.1K
IWP
1874
IAG Wealth Partners
Wisconsin
$11.1K
HWA
1875
HHM Wealth Advisors
Tennessee
$10.4K