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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
NL
1876
NVWM LLC
Pennsylvania
$66.6K -$990K -1,550 -94%
AG
1877
AmeriFlex Group
Nevada
$63.7K +$67.7K +106 New
EBA
1878
Eagle Bay Advisors
New York
$63.5K -$11.5K -18 -15%
DF
1879
DecisionPoint Financial
Arizona
$62.9K
GWSG
1880
GPS Wealth Strategies Group
Colorado
$61.9K -$639 -1 -1%
FMP
1881
Financial Management Professionals
Texas
$61.6K +$1.28K +2 +2%
WA
1882
Whipplewood Advisors
Colorado
$61.6K +$62.6K +98 New
BTD
1883
BankPlus Trust Department
Mississippi
$61K +$62K +97 New
AWM
1884
Abound Wealth Management
Tennessee
$58.4K -$639 -1 -1%
RWS
1885
Retirement Wealth Solutions
Wisconsin
$58.1K +$59.4K +93 New
MWA
1886
Medallion Wealth Advisors
Connecticut
$56.6K +$57.5K +90 New
LWANC
1887
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K
PAG
1888
Paladin Advisory Group
Iowa
$54.1K -$639 -1 -1%
KFI
1889
Key Financial Inc
Pennsylvania
$54.1K +$1.92K +3 +4%
TIM
1890
Tortoise Investment Management
New York
$53.4K -$3.83K -6 -7%
RA
1891
Ransom Advisory
Rhode Island
$52.8K
PP
1892
Pacifica Partners
Canada
$51.7K +$11.5K +18 +28%
TFA
1893
Toth Financial Advisory
Virginia
$50.6K -$5.75K -9 -10%
DF
1894
Dunhill Financial
United Kingdom
$47.8K +$9.59K +15 +25%
KB
1895
Kimelman & Baird
New York
$47.1K
PSB
1896
Piscataqua Savings Bank
New Hampshire
$47.1K
CPG
1897
Cornerstone Planning Group
New Jersey
$45.5K -$1.92K -3 -4%
Q1WB
1898
Quest 10 Wealth Builders
Virginia
$45.3K +$46K +72 New
WB
1899
Webster Bank
Connecticut
$45.3K -$5.75K -9 -11%
KPP
1900
Kings Path Partners
Texas
$45.3K

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.