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Intuit
INTU

Overview Fund Activity

1,927 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, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% 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
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOO
2001
Trust Company of Oklahoma
Oklahoma
– -$209K -334 Closed
ACP
2002
Aveo Capital Partners
Colorado
– -$203K -324 Closed
AT
2003
Arvest Trust
Oklahoma
– -$201K -321 Closed
CF
2004
Centaurus Financial
California
– -$179K -287 Closed
AFS
2005
Annapolis Financial Services
Maryland
– -$122K -195 Closed
RFA
2006
Resurgent Financial Advisors
Georgia
– -$102K -163 Closed
FG
2007
Fairman Group
Pennsylvania
– -$100K -160 Closed
AIMA
2008
Ables Iannone Moore & Associates
Georgia
– -$81.3K -130 Closed
BWM
2009
BKM Wealth Management
Wisconsin
– -$71.3K -114 Closed
AP
2010
Arlington Partners
Alabama
– -$68.8K -110 Closed
ODG
2011
O'Dell Group
Ohio
– -$50K -80 Closed
TWM
2012
Tradition Wealth Management
Minnesota
– -$46K -74 Closed
LF
2013
Lee Financial
Texas
– -$30.6K -49 Closed
BCM
2014
Bourgeon Capital Management
Connecticut
– -$21.3K -34 Closed
AS
2015
Altshuler Shaham
Israel
– -$20K -32 Closed
AWM
2016
Able Wealth Management
New Jersey
– -$17.2K -27 Closed
CG
2017
Cutler Group
California
– -$16K -27 Closed
LIWM
2018
Long Island Wealth Management
New York
– -$16K -25 Closed
NFA
2019
Northwest Financial Advisors
Virginia
– -$15.6K -25 Closed
BG
2020
Bollard Group
Massachusetts
– -$15K -23 Closed
SSG
2021
Summit Securities Group
New York
– -$14K -22 Closed
POIA
2022
Pin Oak Investment Advisors
Texas
– -$9K -14 Closed
CIR
2023
Clear Investment Research
Georgia
– -$8.75K -14 Closed
QL
2024
Quarry LP
New York
– -$8.13K -13 Closed
LTI
2025
Laffer Tengler Investments
Tennessee
– -$8.13K -13 Closed
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