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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
TLA
1851
Tanglewood Legacy Advisors
Texas
$32.9K
TCM
1852
Tradewinds Capital Management
Washington
$32.9K +$15.5K +25 +100%
PWA
1853
Provenance Wealth Advisors
Florida
$30.2K
DPW
1854
DiNuzzo Private Wealth
Pennsylvania
$30.2K +$3.72K +6 +15%
VAG
1855
VisionPoint Advisory Group
Texas
$29.6K +$14.9K +24 +114%
OIA
1856
Optimum Investment Advisors
Illinois
$28.9K
HDIM
1857
Hanson & Doremus Investment Management
Vermont
$28K
CTA
1858
Colonial Trust Advisors
South Carolina
$27.6K -$1.24K -2 -5%
WBC
1859
West Branch Capital
Massachusetts
$26.3K -$1.86K -3 -7%
CC
1860
Cultivar Capital
Texas
$26.3K +$24.8K +40 New
TIM
1861
Tortoise Investment Management
New York
$26.3K +$7.44K +12 +43%
FW
1862
Fairway Wealth
Ohio
$26.3K +$24.8K +40 New
CFD
1863
Creative Financial Designs
Indiana
$25K
LFA
1864
LGT Financial Advisors
Texas
$25K +$23.6K +38 New
FFA
1865
Frazier Financial Advisors
Ohio
$24.3K -$4.96K -8 -18%
SSG
1866
Summit Securities Group
New York
$24K +$22.9K +37 New
GIS
1867
Grayhawk Investment Strategies
Alberta, Canada
$23.7K
NCM
1868
Northwest Capital Management
Oregon
$23.7K
SC
1869
Solstein Capital
California
$23.7K
AP
1870
Aspect Partners
Virginia
$21.7K
CTWM
1871
Cherry Tree Wealth Management
Minnesota
$21.7K +$17.4K +28 +560%
FRA
1872
Front Row Advisors
California
$21K
OPTFSNA
1873
Old Point Trust & Financial Services N A
Virginia
$21K
VWA
1874
Valued Wealth Advisors
Utah
$21K +$3.1K +5 +19%
HCM
1875
Hollencrest Capital Management
California
$20.4K

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.