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Intuit

2,032 hedge funds and large institutions have $147B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 797 increasing their positions, 712 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+86
Holders Change %
+4.42%
% of All Funds
27.06%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.79%
New
251
Increased
797
Reduced
712
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2001
Beaird Harris Wealth Management
Texas
$3.77K
JGIA
2002
Jackson Grant Investment Advisers
Connecticut
$3.77K
WWA
2003
Wingate Wealth Advisors
Massachusetts
$3.77K +$3.77K +6 New
WW
2004
Winnow Wealth
Texas
$3.52K +$3.52K +6 New
API
2005
Asset Planning Inc
California
$3.14K +$3.14K +5 New
DRP
2006
Decker Retirement Planning
Utah
$3.14K +$3.14K +5 New
CWM
2007
Crowley Wealth Management
Delaware
$3.14K +$3.14K +5 New
CI
2008
Clal Insurance
Israel
$3K +$3K +4 New
FWM
2009
FLP Wealth Management
Arkansas
$2.59K +$2.59K +4 New
LIM
2010
Longfellow Investment Management
Massachusetts
$2.51K
SWM
2011
Sugarloaf Wealth Management
Georgia
$2.51K
AAG
2012
Armstrong Advisory Group
Massachusetts
$2.51K +$2.51K +4 New
1IA
2013
1620 Investment Advisors
Massachusetts
$2.06K
PCM
2014
Perritt Capital Management
Illinois
$1.9K
RAM
2015
Riggs Asset Management
Pennsylvania
$1.89K -$1.26K -2 -40%
RWM
2016
Ruedi Wealth Management
Illinois
$1.89K
ETS
2017
ESL Trust Services
New York
$1.89K
CIAS
2018
CBIZ Investment Advisory Services
Ohio
$1.89K +$1.89K +3 New
PSFG
2019
Park Square Financial Group
Georgia
$1.89K +$1.89K +3 New
PPA
2020
Painted Porch Advisors
California
$1.29K
AWM
2021
Activest Wealth Management
Florida
$1.26K -$2.51K -4 -67%
EWM
2022
Evermay Wealth Management
Virginia
$1.26K
BONH
2023
Bank of New Hampshire
New Hampshire
$1.26K
RDFA
2024
Ritter Daniher Financial Advisory
Ohio
$1.26K
BIM
2025
Breakwater Investment Management
Washington
$1.26K