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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
SL
1901
Salomon & Ludwin
Virginia
$45.3K
WPA
1902
West Paces Advisors
Georgia
$45.3K
FUBT
1903
First United Bank & Trust
Maryland
$42.7K -$3.83K -6 -8%
AP
1904
Atwood & Palmer
Missouri
$42.1K
BWL
1905
Bogart Wealth LLC
Virginia
$41.5K +$7.03K +11 +20%
RWM
1906
Rialto Wealth Management
New York
$41.5K +$42.2K +66 New
HB
1907
Horizon Bancorp
Indiana
$41K
AA
1908
AlphaMark Advisors
Kentucky
$41K +$41.5K +65 +6,500%
S
1909
Sachetta
Massachusetts
$40.2K -$639 -1 -2%
BL
1910
BFSG LLC
California
$39.6K
MA
1911
MCF Advisors
Kentucky
$39K
CTC
1912
Cetera Trust Company
Minnesota
$39K
HNB
1913
Hilltop National Bank
Wyoming
$37.7K -$26.8K -42 -41%
MFT
1914
Moisand Fitzgerald Tamayo
Florida
$37.7K
HWA
1915
HHM Wealth Advisors
Tennessee
$37.1K +$5.75K +9 +18%
PCA
1916
PMV Capital Advisers
Texas
$37.1K +$37.7K +59 New
BCMLT
1917
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.5K +$19.2K +30 +107%
AF
1918
Aviso Financial
Ontario, Canada
$35.8K -$646K -1,011 -95%
CNBT
1919
Cornerstone National Bank & Trust
Illinois
$35.8K
LC
1920
Lavaca Capital
Texas
$35.2K +$35.8K +56 New
VWA
1921
VSM Wealth Advisory
Maryland
$35.2K +$35.8K +56 New
BSB
1922
Bangor Savings Bank
Maine
$33.9K
CIA
1923
Cape Investment Advisory
Georgia
$33.9K +$2.56K +4 +8%
CTA
1924
Colonial Trust Advisors
South Carolina
$33.9K +$3.83K +6 +13%
TCM
1925
Tradewinds Capital Management
Washington
$32.1K +$2.56K +4 +9%

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.