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Intuit
INTU

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: 56 → 59 (+3)

5% more funds holding

Funds holding: 1,964 → 2,063 (+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

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$913M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$595M
3
UBS AM
UBS AM
Illinois
+$493M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$397M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$338M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.53B
2
Artisan Partners
Artisan Partners
Wisconsin
-$575M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$522M
4
Goldman Sachs
Goldman Sachs
New York
-$379M
5
Franklin Resources
Franklin Resources
California
-$370M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cedar Wealth Management
California
$7.54K – – –
MWM
2002
Mascoma Wealth Management
New Hampshire
$7.54K +$2.56K +4 +50%
BAM
2003
Byrne Asset Management
New Jersey
$7.54K +$7.67K +12 New
SPF
2004
South Plains Financial
Texas
$7.54K +$7.67K +12 New
HWM
2005
HighMark Wealth Management
Minnesota
$6.91K – – –
ME
2006
McIlrath & Eck
Washington
$6.91K – – –
W
2007
WealthCollab
Washington
$6.91K – – –
FIA
2008
FPC Investment Advisory
California
$6.62K +$7.03K +11 New
RFS
2009
Richardson Financial Services
Massachusetts
$6.3K +$6.39K +10 New
BC
2010
Barrett & Company
Rhode Island
$6.29K – – –
BCH
2011
Berkshire Capital Holdings
California
$6.29K – – –
JFA
2012
JNBA Financial Advisors
Minnesota
$6.29K – – –
RS
2013
Rakuten Securities
Japan
$6.29K +$3.83K +6 +150%
EPIME
2014
Evelyn Partners Investment Management (Europe)
$6.29K +$6.39K +10 New
MCM
2015
Mainstream Capital Management
California
$6.29K +$6.39K +10 New
MDA
2016
Minot DeBlois Advisors
Massachusetts
$6.29K +$6.39K +10 New
WCM
2017
WealthTrak Capital Management
Virginia
$6.29K +$6.39K +10 New
TCM
2018
TD Capital Management
Tennessee
$5.67K – – –
BGAI
2019
Bruce G. Allen Investments
Colorado
$5.66K – – –
BCPWM
2020
Bradley & Co Private Wealth Management
Florida
$5.03K +$5.11K +8 New
PP
2021
PrairieView Partners
Minnesota
$5K – – –
WCM
2022
Winthrop Capital Management
Indiana
$5K +$4.47K +7 New
BFP
2023
Briaud Financial Planning
Texas
$5K +$5.11K +8 New
TWD
2024
True Wealth Design
Ohio
$4.76K +$1.92K +3 +60%
FC
2025
Fairscale Capital
New Hampshire
$4.4K – – –
79 80
81
82 83

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.