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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
FPF
1976
First Pacific Financial
Washington
$13.2K
SFGP
1977
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.6K +$12.8K +20 New
FFA
1978
Frazier Financial Advisors
Ohio
$12K -$3.83K -6 -24%
ATC
1979
Adirondack Trust Company
New York
$11.9K
ACA
1980
Atlas Capital Advisors
Wyoming
$11.3K
CAC
1981
Core Alternative Capital
Georgia
$10.7K
IWP
1982
IAG Wealth Partners
Wisconsin
$10.7K
VFM
1983
Vision Financial Markets
Connecticut
$10.2K +$10.2K +16 New
MTIC
1984
Missouri Trust & Investment Company
Missouri
$10.1K +$2.56K +4 +33%
TFM
1985
TFC Financial Management
Massachusetts
$9.43K
BOJHT
1986
Bank of Jackson Hole Trust
Wyoming
$9.43K +$9.59K +15 New
CSWM
1987
Cassady Schiller Wealth Management
Ohio
$9.43K +$9.59K +15 New
WBC
1988
West Branch Capital
Massachusetts
$9.13K -$9.59K -15 -50%
AIC
1989
Archer Investment Corporation
Indiana
$9.11K
WTFG
1990
Wood Tarver Financial Group
Idaho
$9K +$9.59K +15 New
TPW
1991
Talon Private Wealth
Florida
$8.8K
PP
1992
PFS Partners
New Jersey
$8.25K
Walleye Capital
1993
Walleye Capital
New York
$8.17K -$2.49M -3,895 -100%
SWA
1994
SOA Wealth Advisors
New York
$8.17K -$2.56K -4 -24%
SN
1995
Sittner & Nelson
Oregon
$8.17K +$1.28K +2 +18%
AEPWM
1996
Atlantic Edge Private Wealth Management
Florida
$8.17K +$2.56K +4 +44%
WIM
1997
Westside Investment Management
California
$8.17K
OWP
1998
ORG Wealth Partners
Texas
$8.17K +$3.83K +6 +86%
FPB
1999
First PREMIER Bank
South Dakota
$8K
KA
2000
Kozak & Associates
Colorado
$7.61K

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.