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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
AFG
1926
Albion Financial Group
Utah
$31.4K
CSB
1927
City State Bank
Iowa
$31.4K
CFD
1928
Creative Financial Designs
Indiana
$31.4K
TLA
1929
Tanglewood Legacy Advisors
Texas
$31.4K
PWA
1930
Provenance Wealth Advisors
Florida
$28.9K
SMAM
1931
Sugar Maple Asset Management
Wisconsin
$28.9K +$29.4K +46 New
DPW
1932
DiNuzzo Private Wealth
Pennsylvania
$28.3K
MIFH
1933
Migdal Insurance & Financial Holdings
Israel
$28K +$28.8K +45 New
TCA
1934
Trifecta Capital Advisors
Illinois
$27.7K -$9.59K -15 -25%
OIA
1935
Optimum Investment Advisors
Illinois
$27.7K
SSG
1936
Summit Securities Group
New York
$27.7K +$28.1K +44 New
NC
1937
NewSquare Capital
Pennsylvania
$27K +$11.5K +18 +72%
VNA
1938
Valley National Advisers
Pennsylvania
$27K -$639 -1 -2%
HDIM
1939
Hanson & Doremus Investment Management
Vermont
$27K
HCM
1940
Hollencrest Capital Management
California
$25.8K
CSC
1941
Caldwell Sutter Capital
California
$25.1K
CWM
1942
Copia Wealth Management
Oregon
$25.1K +$25.6K +40 New
RS
1943
R Squared
Hong Kong
$25.1K +$25.6K +40 New
GIS
1944
Grayhawk Investment Strategies
Alberta, Canada
$22.6K
NCM
1945
Northwest Capital Management
Oregon
$22.6K
SC
1946
Solstein Capital
California
$22.6K
HNW
1947
High Note Wealth
Minnesota
$21.4K +$21.7K +34 New
AW
1948
Avion Wealth
Texas
$21K +$3.83K +6 +21%
CTWM
1949
Cherry Tree Wealth Management
Minnesota
$20.7K
CWM
1950
Centricity Wealth Management
Ohio
$20.7K +$21.1K +33 New

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.