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Intuit
INTU

Overview Fund Activity

1,926 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 728 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
+28
Holders Change %
+1.48%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
728
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.93B
2
BlackRock
2
BlackRock
New York
$15.7B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.34B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$434M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$478M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.59B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.61B
3
Edgewood Management
3
Edgewood Management
Connecticut
$2.05B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M
5
Brown Advisory
5
Brown Advisory
Maryland
$2.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
2001
Aveo Capital Partners
Colorado
– -$203K -324 Closed
AT
2002
Arvest Trust
Oklahoma
– -$201K -321 Closed
CF
2003
Centaurus Financial
California
– -$179K -287 Closed
AFS
2004
Annapolis Financial Services
Maryland
– -$122K -195 Closed
RFA
2005
Resurgent Financial Advisors
Georgia
– -$102K -163 Closed
FG
2006
Fairman Group
Pennsylvania
– -$100K -160 Closed
AIMA
2007
Ables Iannone Moore & Associates
Georgia
– -$81.3K -130 Closed
BWM
2008
BKM Wealth Management
Wisconsin
– -$71.3K -114 Closed
AP
2009
Arlington Partners
Alabama
– -$68.8K -110 Closed
ODG
2010
O'Dell Group
Ohio
– -$50K -80 Closed
TWM
2011
Tradition Wealth Management
Minnesota
– -$46K -74 Closed
LF
2012
Lee Financial
Texas
– -$30.6K -49 Closed
BCM
2013
Bourgeon Capital Management
Connecticut
– -$21.3K -34 Closed
AS
2014
Altshuler Shaham
Israel
– -$20K -32 Closed
AWM
2015
Able Wealth Management
New Jersey
– -$17.2K -27 Closed
CG
2016
Cutler Group
California
– -$16K -27 Closed
NFA
2017
Northwest Financial Advisors
Virginia
– -$15.6K -25 Closed
LIWM
2018
Long Island Wealth Management
New York
– -$16K -25 Closed
BG
2019
Bollard Group
Massachusetts
– -$15K -23 Closed
SSG
2020
Summit Securities Group
New York
– -$14K -22 Closed
POIA
2021
Pin Oak Investment Advisors
Texas
– -$9K -14 Closed
CIR
2022
Clear Investment Research
Georgia
– -$8.75K -14 Closed
QL
2023
Quarry LP
New York
– -$8.13K -13 Closed
LTI
2024
Laffer Tengler Investments
Tennessee
– -$8.13K -13 Closed
FCMT
2025
Founders Capital Management (Texas)
Texas
– -$5.63K -9 Closed
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