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Intuit

2,033 hedge funds and large institutions have $147B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 713 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
+87
Holders Change %
+4.47%
% of All Funds
27.06%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.79%
New
251
Increased
797
Reduced
713
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
1901
Albion Financial Group
Utah
$31.4K
TLA
1902
Tanglewood Legacy Advisors
Texas
$31.4K
PWA
1903
Provenance Wealth Advisors
Florida
$28.9K
SMAM
1904
Sugar Maple Asset Management
Wisconsin
$28.9K +$28.9K +46 New
DPW
1905
DiNuzzo Private Wealth
Pennsylvania
$28.3K
MIFH
1906
Migdal Insurance & Financial Holdings
Israel
$28K +$28K +45 New
TCA
1907
Trifecta Capital Advisors
Illinois
$27.7K -$9.43K -15 -25%
OIA
1908
Optimum Investment Advisors
Illinois
$27.7K
SSG
1909
Summit Securities Group
New York
$27.7K +$27.7K +44 New
NC
1910
NewSquare Capital
Pennsylvania
$27K +$11.3K +18 +72%
VNA
1911
Valley National Advisers
Pennsylvania
$27K -$614 -1 -2%
HDIM
1912
Hanson & Doremus Investment Management
Vermont
$27K
HCM
1913
Hollencrest Capital Management
California
$25.8K
CSC
1914
Caldwell Sutter Capital
California
$25.1K
CWM
1915
Copia Wealth Management
Oregon
$25.1K +$25.1K +40 New
RS
1916
R Squared
Hong Kong
$25.1K +$25.1K +40 New
GIS
1917
Grayhawk Investment Strategies
Alberta, Canada
$22.6K
NCM
1918
Northwest Capital Management
Oregon
$22.6K
SC
1919
Solstein Capital
California
$22.6K
HNW
1920
High Note Wealth
Minnesota
$21.4K +$21.4K +34 New
AW
1921
Avion Wealth
Texas
$21K +$3.6K +6 +21%
CTWM
1922
Cherry Tree Wealth Management
Minnesota
$20.7K
CWM
1923
Centricity Wealth Management
Ohio
$20.7K +$20.7K +33 New
FRA
1924
Front Row Advisors
California
$20.1K
OPTFSNA
1925
Old Point Trust & Financial Services N A
Virginia
$20.1K