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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
IBOK
1876
Independence Bank of Kentucky
Kentucky
$19.7K
DF
1877
Dunhill Financial
United Kingdom
$19.2K +$3.72K +6 +26%
RFG
1878
RFP Financial Group
Georgia
$18.4K +$4.96K +8 +40%
KFS
1879
Kelly Financial Services
Massachusetts
$17.8K
TAM
1880
Tucker Asset Management
Colorado
$17.7K
KWAG
1881
Kiely Wealth Advisory Group
North Carolina
$17.5K
TVWM
1882
Tower View Wealth Management
Wisconsin
$16.4K +$15.5K +25 New
CAM
1883
Creekmur Asset Management
Illinois
$16.4K -$620 -1 -4%
NC
1884
NewSquare Capital
Pennsylvania
$16.4K +$15.5K +25 New
RFG
1885
REAP Financial Group
Texas
$14.5K
T
1886
Tidemark
California
$14.5K -$26.7K -43 -66%
PIS
1887
POM Investment Strategies
North Carolina
$14.5K +$13.6K +22 New
FPF
1888
First Pacific Financial
Washington
$13.8K
PO
1889
Private Ocean
California
$13.1K +$12.4K +20 New
AW
1890
Avion Wealth
Texas
$13K +$3.1K +5 +33%
BCMLT
1891
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K
PCA
1892
Providence Capital Advisors
North Carolina
$12.5K
ATC
1893
Adirondack Trust Company
New York
$12.5K -$620 -1 -5%
FFC
1894
First Financial Corp
Indiana
$11.8K -$18.6K -30 -63%
AIC
1895
Archer Investment Corporation
Indiana
$11.5K -$6.2K -10 -36%
SWA
1896
SOA Wealth Advisors
New York
$11.2K -$41.6K -67 -80%
CAC
1897
Core Alternative Capital
Georgia
$11.2K
IWP
1898
IAG Wealth Partners
Wisconsin
$11.2K
NMM
1899
Naples Money Management
Florida
$11.1K
BHWM
1900
Beaird Harris Wealth Management
Texas
$10.6K -$8.06K -13 -45%

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.