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1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2001
Pinnacle Wealth Management
California
-$1.63M -2,505 Closed
AC
2002
Arjuna Capital
North Carolina
-$1.53M -2,353 Closed
PFMU
2003
Privium Fund Management (UK)
United Kingdom
-$1.49M -2,333 Closed
LCM
2004
Landscape Capital Management
New Jersey
-$1.42M -2,184 Closed
BC
2005
Bridgefront Capital
Texas
-$1.33M -2,049 Closed
AIC
2006
Aurora Investment Counsel
Georgia
-$1.25M -1,927 Closed
SPS
2007
Susquehanna Portfolio Strategies
Pennsylvania
-$1.1M -1,700 Closed
CBFP
2008
Cedar Brook Financial Partners
Ohio
-$1.09M -1,670 Closed
SRCM
2009
Signature Resources Capital Management
California
-$990K -1,584 Closed
SL
2010
Sonnipe Ltd
Isle Of Man
-$995K -1,530 Closed
DFG
2011
Delta Financial Group
New Jersey
-$929K -1,429 Closed
IIA
2012
IPG Investment Advisors
California
-$909K -1,399 Closed
WA
2013
WESPAC Advisors
California
-$900K -1,384 Closed
LSPW
2014
Lake Street Private Wealth
Illinois
-$894K -1,375 Closed
Financial Engines Advisors
2015
Financial Engines Advisors
California
-$891K -1,370 Closed
ARC
2016
Advisor Resource Council
Texas
-$821K -1,313 Closed
FCFC
2017
First Commonwealth Financial Corp
Pennsylvania
-$833K -1,282 Closed
MWM
2018
Meridian Wealth Management
Kentucky
-$823K -1,266 Closed
SRL
2019
Scientech Research LLC
New Jersey
-$780K -1,200 Closed
HWM
2020
Hohimer Wealth Management
Washington
-$757K -1,164 Closed
CWA
2021
CM Wealth Advisors
Ohio
-$728K -1,136 Closed
WG
2022
Winton Group
United Kingdom
-$681K -1,047 Closed
WA
2023
Wealthstar Advisors
Texas
-$640K -984 Closed
CA
2024
CoreCap Advisors
Michigan
-$614K -944 Closed
LOAMU
2025
Lombard Odier Asset Management (USA)
New York
-$553K -850 Closed

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.