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Intuit

2,033 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, 713 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
+87
Holders Change %
+4.47%
% 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
713
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
2001
Hazlett, Burt & Watson
West Virginia
$4K -$1.33K -2 -25%
BHWM
2002
Beaird Harris Wealth Management
Texas
$3.77K
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$3.77K
WWA
2004
Wingate Wealth Advisors
Massachusetts
$3.77K +$3.77K +6 New
WW
2005
Winnow Wealth
Texas
$3.52K +$3.52K +6 New
API
2006
Asset Planning Inc
California
$3.14K +$3.14K +5 New
DRP
2007
Decker Retirement Planning
Utah
$3.14K +$3.14K +5 New
CWM
2008
Crowley Wealth Management
Delaware
$3.14K +$3.14K +5 New
CI
2009
Clal Insurance
Israel
$3K +$3K +4 New
FWM
2010
FLP Wealth Management
Arkansas
$2.59K +$2.59K +4 New
LIM
2011
Longfellow Investment Management
Massachusetts
$2.51K
SWM
2012
Sugarloaf Wealth Management
Georgia
$2.51K
AAG
2013
Armstrong Advisory Group
Massachusetts
$2.51K +$2.51K +4 New
1IA
2014
1620 Investment Advisors
Massachusetts
$2.06K
PCM
2015
Perritt Capital Management
Illinois
$1.9K
RAM
2016
Riggs Asset Management
Pennsylvania
$1.89K -$1.26K -2 -40%
RWM
2017
Ruedi Wealth Management
Illinois
$1.89K
ETS
2018
ESL Trust Services
New York
$1.89K
CIAS
2019
CBIZ Investment Advisory Services
Ohio
$1.89K +$1.89K +3 New
PSFG
2020
Park Square Financial Group
Georgia
$1.89K +$1.89K +3 New
PPA
2021
Painted Porch Advisors
California
$1.29K
AWM
2022
Activest Wealth Management
Florida
$1.26K -$2.51K -4 -67%
EWM
2023
Evermay Wealth Management
Virginia
$1.26K
BONH
2024
Bank of New Hampshire
New Hampshire
$1.26K
RDFA
2025
Ritter Daniher Financial Advisory
Ohio
$1.26K