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1,943 hedge funds and large institutions have $152B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 749 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 109

2% more funds holding

Funds holding: 1,9141,943 (+29)

2% more capital invested

Capital invested by funds: $149B → $152B (+$2.62B)

2% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 749

1.66% less ownership

Funds ownership: 85.35%83.69% (-1.7%)

20% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.8B

21% less funds holding in top 10

Funds holding in top 10: 10281 (-21)

Holders
1,943
Holders Change
+29
Holders Change %
+1.52%
% of All Funds
27.99%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
164
Increased
733
Reduced
749
Closed
109
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1976
United Bank (Virginia)
Virginia
-$1.03M -1,642 Closed
LHC
1977
Little House Capital
Massachusetts
-$1.02M -1,629 Closed
MSFS
1978
Main Street Financial Solutions
Pennsylvania
-$962K -1,539 Closed
CWP
1979
Curated Wealth Partners
California
-$968K -1,517 Closed
1WM
1980
1900 Wealth Management
Texas
-$880K -1,408 Closed
BTWM
1981
Baker Tilly Wealth Management
Wisconsin
-$834K -1,335 Closed
JFL
1982
Jarislowsky, Fraser Ltd
Quebec, Canada
-$819K -1,311 Closed
VWM
1983
VCI Wealth Management
Missouri
-$776K -1,242 Closed
ACL
1984
Applied Capital LLC
Florida
-$773K -1,237 Closed
SAG
1985
SageView Advisory Group
California
-$767K -1,184 Closed
MIH
1986
Meitav Investment House
Israel
-$684K -1,092 Closed
KFA
1987
Krane Funds Advisors
New York
-$632K -1,011 Closed
UOC
1988
UBS O'Connor
Illinois
-$625K -1,000 Closed
CAIMH
1989
Central Asset Investments & Management Holdings
Hong Kong
-$563K -900 Closed
HCA
1990
Horan Capital Advisors
Ohio
-$552K -883 Closed
LCWP
1991
Legacy Capital Wealth Partners
Arkansas
-$543K -869 Closed
HPIA
1992
Hamilton Point Investment Advisors
North Carolina
-$541K -862 Closed
PCIG
1993
Partners Capital Investment Group
Massachusetts
-$523K -836 Closed
WHAM
1994
Windmill Hill Asset Management
United Kingdom
-$371K -594 Closed
MC
1995
Martin & Co
Tennessee
-$334K -534 Closed
KIC
1996
Keating Investment Counselors
Florida
-$331K -530 Closed
ES
1997
Eagle Strategies
New York
-$313K -501 Closed
BFAG
1998
Blackston Financial Advisory Group
Florida
-$313K -500 Closed
3IP
1999
3Chopt Investment Partners
Virginia
-$311K -498 Closed
KA
2000
Kure Advisory
Minnesota
-$311K -498 Closed

INTU Hedge Fund Activity: Q1 2024 in Review

1,943 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2024, worth a combined $152B — up 1.8% from $149B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new INTU positions and 109 closed out — a net gain of 55 holders — while 733 added to existing stakes and 749 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $527M. The largest seller was Morgan Stanley, cutting an estimated $2.62B.

  • 1,943 institutional investors held Intuit (INTU) as of Q1 2024, up from 1,914 in Q4 2023.
  • Funds reported $152B of Intuit stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 164 funds opened new Intuit positions in Q1 2024 and 109 closed out, a net change of +55 holders.
  • The largest Intuit buyer in Q1 2024 was Wellington Management Group, an estimated $527M added.
  • The largest Intuit seller in Q1 2024 was Morgan Stanley, an estimated $2.62B sold.

Based on aggregated 13F filings for Q1 2024.