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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
VAMG
1926
Voisard Asset Management Group
Michigan
$5.41K +$3.19K +5 +125%
HBW
1927
Hazlett, Burt & Watson
West Virginia
$5K +$3.19K +5 +167%
MWM
1928
Mascoma Wealth Management
New Hampshire
$4.97K
MFG
1929
Mendota Financial Group
Wisconsin
$4.97K +$638 +1 +14%
PS
1930
PayPay Securities
Japan
$4.35K -$638 -1 -13%
FC
1931
Fairscale Capital
New Hampshire
$4.35K
PPWM
1932
PFG Private Wealth Management
Florida
$4.35K
OWP
1933
ORG Wealth Partners
Texas
$4.35K +$4.47K +7 New
PP
1934
PrairieView Partners
Minnesota
$4K
BHWM
1935
Beaird Harris Wealth Management
Texas
$3.73K -$6.38K -10 -63%
JGIA
1936
Jackson Grant Investment Advisers
Connecticut
$3.73K
AWM
1937
Activest Wealth Management
Florida
$3.69K +$3.83K +6 New
TWD
1938
True Wealth Design
Ohio
$3.1K
RAM
1939
Riggs Asset Management
Pennsylvania
$3.1K +$3.19K +5 New
HGERS
1940
Householder Group Estate & Retirement Specialist
Arizona
$3K
RS
1941
Rakuten Securities
Japan
$2.48K -$7.02K -11 -73%
LIM
1942
Longfellow Investment Management
Massachusetts
$2.48K
SWM
1943
Sugarloaf Wealth Management
Georgia
$2.48K
1IA
1944
1620 Investment Advisors
Massachusetts
$2.04K +$1.92K +3 New
EFMH
1945
E Fund Management (HK)
Hong Kong
$2K
PCM
1946
Perritt Capital Management
Illinois
$1.87K
RWM
1947
Ruedi Wealth Management
Illinois
$1.86K -$1.92K -3 -50%
ETS
1948
ESL Trust Services
New York
$1.86K
JFG
1949
JDM Financial Group
Texas
$1.86K +$1.92K +3 New
PPA
1950
Painted Porch Advisors
California
$1.27K

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.