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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
SWA
1901
SOA Wealth Advisors
New York
$10.6K
CAC
1902
Core Alternative Capital
Georgia
$10.6K
IWP
1903
IAG Wealth Partners
Wisconsin
$10.6K
NMM
1904
Naples Money Management
Florida
$10.6K
APC
1905
Aspire Private Capital
North Carolina
$9.31K
TFM
1906
TFC Financial Management
Massachusetts
$9.31K
AIC
1907
Archer Investment Corporation
Indiana
$9.01K -$1.92K -3 -17%
TPW
1908
Talon Private Wealth
Florida
$8.69K +$8.94K +14 New
WIM
1909
Westside Investment Management
California
$8.29K
PP
1910
PFS Partners
New Jersey
$8.13K
FPB
1911
First PREMIER Bank
South Dakota
$8K
CWM
1912
Cedar Wealth Management
California
$7.45K
MTIC
1913
Missouri Trust & Investment Company
Missouri
$7.45K
KA
1914
Kozak & Associates
Colorado
$7.37K
NRG
1915
Nemes Rush Group
Michigan
$7.25K
HWM
1916
HighMark Wealth Management
Minnesota
$6.83K -$1.28K -2 -15%
SN
1917
Sittner & Nelson
Oregon
$6.83K
W
1918
WealthCollab
Washington
$6.83K
ME
1919
McIlrath & Eck
Washington
$6.83K +$5.11K +8 +267%
BC
1920
Barrett & Company
Rhode Island
$6.21K -$35.1K -55 -85%
BCH
1921
Berkshire Capital Holdings
California
$6.21K
JFA
1922
JNBA Financial Advisors
Minnesota
$6.21K
TCM
1923
TD Capital Management
Tennessee
$5.6K +$5.75K +9 New
AEPWM
1924
Atlantic Edge Private Wealth Management
Florida
$5.59K
BGAI
1925
Bruce G. Allen Investments
Colorado
$5.59K

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.