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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
FRA
1951
Front Row Advisors
California
$20.1K
OPTFSNA
1952
Old Point Trust & Financial Services N A
Virginia
$20.1K
RFG
1953
REAP Financial Group
Texas
$19.5K -$8.31K -13 -30%
NWMP
1954
Noble Wealth Management PBC
Colorado
$19.5K +$19.8K +31 New
WCM
1955
Westend Capital Management
California
$18.9K
AFM
1956
Aspetuck Financial Management
Connecticut
$18.9K +$19.2K +30 New
KTC
1957
Kentucky Trust Company
Kentucky
$18.9K +$19.2K +30 New
SIP
1958
Sellwood Investment Partners
Oregon
$18.9K +$19.2K +30 New
AP
1959
Aspect Partners
Virginia
$18.2K -$2.56K -4 -12%
NRG
1960
Nemes Rush Group
Michigan
$17.1K +$10.2K +16 +145%
VWA
1961
Valued Wealth Advisors
Utah
$17K -$3.19K -5 -16%
LAMC
1962
Longview Asset Management (California)
California
$17K +$17.3K +27 New
KWAG
1963
Kiely Wealth Advisory Group
North Carolina
$16.4K
HHGA
1964
Halbert Hargrove Global Advisors
California
$16.4K +$16.6K +26 New
RWML
1965
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$16.3K
SAM
1966
Synergy Asset Management
Washington
$16.1K +$16.6K +26 New
CAM
1967
Creekmur Asset Management
Illinois
$15.7K -$1.92K -3 -11%
UFF
1968
USA Financial Formulas
Michigan
$15.7K +$639 +1 +4%
IMC
1969
Investment Management Corporation
Virginia
$15.5K +$16K +25 New
TF
1970
Tompkins Financial
New York
$15.1K
PA
1971
Pineridge Advisors
Missouri
$14.5K +$14.7K +23 New
T
1972
Transce3nd
Texas
$14.5K +$14.7K +23 New
EFMH
1973
E Fund Management (HK)
Hong Kong
$14K +$12.1K +19 +475%
TAM
1974
Tucker Asset Management
Colorado
$13.8K -$1.92K -3 -12%
FW
1975
Fairway Wealth
Ohio
$13.8K +$14.1K +22 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.