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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
WTA
1851
Washington Trust Advisors
Massachusetts
$103K -$18.5K -29 -15%
MSWM
1852
Mowery & Schoenfeld Wealth Management
Illinois
$103K +$24.9K +39 +31%
FA
1853
Fedenia Advisers
Wisconsin
$94.3K +$95.8K +150 New
CFGS
1854
Concourse Financial Group Securities
Alabama
$94.2K -$78.6K -123 -44%
FMTCOCP
1855
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K
FNWA
1856
Financial Network Wealth Advisors
Utah
$92.4K -$156K -244 -62%
GKIM
1857
GW&K Investment Management
Massachusetts
$91K +$2.56K +4 +3%
Loomis, Sayles & Company
1858
Loomis, Sayles & Company
Massachusetts
$87K +$1.28K +2 +1%
PWMG
1859
Private Wealth Management Group
New Jersey
$86.1K +$1.28K +2 +1%
CW
1860
Curio Wealth
Maryland
$84.2K +$85.6K +134 New
CWP
1861
Clark Wealth Partners
Illinois
$79.4K +$80.5K +126 New
ACM
1862
Anfield Capital Management
California
$78.6K
CAS
1863
Coppell Advisory Solutions
Texas
$76.6K -$19.2K -30 -20%
AA
1864
Addison Advisors
Vermont
$75.4K -$14.1K -22 -15%
ICM
1865
Islay Capital Management
Texas
$73.5K -$56.2K -88 -43%
SIC
1866
SJS Investment Consulting
Ohio
$72.3K +$5.11K +8 +7%
DMBA
1867
Deseret Mutual Benefit Administrators
Utah
$71.6K +$5.11K +8 +8%
FFC
1868
First Financial Corp
Indiana
$71.6K +$72.8K +114 New
AF
1869
Atala Financial
California
$69.8K +$70.9K +111 New
KG
1870
Kieckhefer Group
Wisconsin
$69.1K +$70.3K +110 New
RPA
1871
Redwood Park Advisors
California
$69.1K +$70.3K +110 New
LIS
1872
Legacy Investment Solutions
Idaho
$68.3K +$11.5K +18 +18%
LWMI
1873
Legacy Wealth Management (Idaho)
Idaho
$68.3K +$11.5K +18 +18%
JSAM
1874
J. Safra Asset Management
New York
$68.1K +$30.7K +48 +80%
KI
1875
Kapitalo Investimentos
Brazil
$67.9K +$69K +108 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.