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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
1851
Bangor Savings Bank
Maine
$33.5K
HGA
1852
Hobbs Group Advisors
South Carolina
$32.9K
DP
1853
Denver PWM
Colorado
$31.7K +$32.6K +51 New
HWA
1854
HHM Wealth Advisors
Tennessee
$31.1K -$6.38K -10 -17%
AFG
1855
Albion Financial Group
Utah
$31.1K
CIA
1856
Cape Investment Advisory
Georgia
$31.1K
CSB
1857
City State Bank
Iowa
$31.1K
TLA
1858
Tanglewood Legacy Advisors
Texas
$31.1K
CFD
1859
Creative Financial Designs
Indiana
$31.1K +$7.66K +12 +32%
CTA
1860
Colonial Trust Advisors
South Carolina
$29.8K +$3.83K +6 +14%
TCM
1861
Tradewinds Capital Management
Washington
$29.2K -$1.92K -3 -6%
WI
1862
Wintrust Investments
Illinois
$29K -$253K -397 -90%
PWA
1863
Provenance Wealth Advisors
Florida
$28.6K
DPW
1864
DiNuzzo Private Wealth
Pennsylvania
$27.9K -$638 -1 -2%
NIC
1865
Northwest Investment Counselors
Oregon
$27.4K +$28.1K +44 New
RFG
1866
REAP Financial Group
Texas
$27.4K +$14K +22 +100%
OIA
1867
Optimum Investment Advisors
Illinois
$27.3K
VNA
1868
Valley National Advisers
Pennsylvania
$27K -$139K -218 -83%
HDIM
1869
Hanson & Doremus Investment Management
Vermont
$27K
HCM
1870
Hollencrest Capital Management
California
$25.5K +$6.38K +10 +32%
CSC
1871
Caldwell Sutter Capital
California
$24.8K -$16K -25 -38%
UOTTAIMCU
1872
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23.6K -$739K -1,158 -97%
GIS
1873
Grayhawk Investment Strategies
Alberta, Canada
$22.4K
NCM
1874
Northwest Capital Management
Oregon
$22.4K
SC
1875
Solstein Capital
California
$22.4K

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.