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Intuit

2,032 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, 712 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+86
Holders Change %
+4.42%
% 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
712
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NWMP
1926
Noble Wealth Management PBC
Colorado
$19.5K +$19.5K +31 New
WCM
1927
Westend Capital Management
California
$18.9K
SIP
1928
Sellwood Investment Partners
Oregon
$18.9K +$18.9K +30 New
AFM
1929
Aspetuck Financial Management
Connecticut
$18.9K +$18.9K +30 New
KTC
1930
Kentucky Trust Company
Kentucky
$18.9K +$18.9K +30 New
AP
1931
Aspect Partners
Virginia
$18.2K -$2.51K -4 -12%
NRG
1932
Nemes Rush Group
Michigan
$17.1K +$10.1K +16 +145%
VWA
1933
Valued Wealth Advisors
Utah
$17K -$3.14K -5 -16%
LAMC
1934
Longview Asset Management (California)
California
$17K +$17K +27 New
KWAG
1935
Kiely Wealth Advisory Group
North Carolina
$16.4K
HHGA
1936
Halbert Hargrove Global Advisors
California
$16.4K +$16.4K +26 New
SAM
1937
Synergy Asset Management
Washington
$16.1K +$16.1K +26 New
CAM
1938
Creekmur Asset Management
Illinois
$15.7K -$1.89K -3 -11%
UFF
1939
USA Financial Formulas
Michigan
$15.7K +$629 +1 +4%
IMC
1940
Investment Management Corporation
Virginia
$15.5K +$15.5K +25 New
TF
1941
Tompkins Financial
New York
$15.1K
PA
1942
Pineridge Advisors
Missouri
$14.5K +$14.5K +23 New
T
1943
Transce3nd
Texas
$14.5K +$14.5K +23 New
EFMH
1944
E Fund Management (HK)
Hong Kong
$14K +$11.6K +19 +475%
TAM
1945
Tucker Asset Management
Colorado
$13.8K -$1.89K -3 -12%
FW
1946
Fairway Wealth
Ohio
$13.8K +$13.8K +22 New
FPF
1947
First Pacific Financial
Washington
$13.2K
SFG
1948
Stonebridge Financial Group
Pennsylvania
$12.6K +$12.6K +20 New
FFA
1949
Frazier Financial Advisors
Ohio
$12K -$3.78K -6 -24%
ATC
1950
Adirondack Trust Company
New York
$11.9K