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1,964 hedge funds and large institutions have $144B invested in Intuit in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 813 increasing their positions, 705 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 123

15% more repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 705

0% more funds holding

Funds holding: 1,9631,964 (+1)

0.97% less ownership

Funds ownership: 83.95%82.98% (-0.97%)

7% less capital invested

Capital invested by funds: $154B → $144B (-$10.1B)

21% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.97B

33% less funds holding in top 10

Funds holding in top 10: 8356 (-27)

Holders
1,964
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
28.2%
Holding in Top 10
56
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-32.53%
% of All Funds
0.8%
New
143
Increased
813
Reduced
705
Closed
123
Calls
$1.56B
Puts
$1.97B
Net Calls
-$416M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
2026
Diversified Portfolios Inc
Michigan
-$266K -404 Closed
TPM
2027
Triasima Portfolio Management
Quebec, Canada
-$265K -403 Closed
ICP
2028
Ironvine Capital Partners
Nebraska
-$263K -400 Closed
IA
2029
IFG Advisory
Georgia
-$259K -394 Closed
USCWA
2030
U.S. Capital Wealth Advisors
Texas
-$245K -373 Closed
NFSG
2031
Newbridge Financial Services Group
Florida
-$239K -363 Closed
SWP
2032
Semus Wealth Partners
Florida
-$233K -355 Closed
GWM
2033
GoalFusion Wealth Management
Texas
-$231K -351 Closed
VCG
2034
Vantage Consulting Group
Virginia
-$229K -348 Closed
EA
2035
Echo45 Advisors
California
-$226K -344 Closed
Members Trust
2036
Members Trust
Florida
-$225K -342 Closed
WG
2037
Wealth Group
North Carolina
-$224K -341 Closed
GCM
2038
Gladius Capital Management
Illinois
-$220K -334 Closed
AAM
2039
Azzad Asset Management
Virginia
-$218K -332 Closed
OQS
2040
Occudo Quantitative Strategies
Florida
-$218K -332 Closed
FAM
2041
Formidable Asset Management
Ohio
-$216K -328 Closed
B
2042
Barings
North Carolina
-$215K -327 Closed
CWM
2043
Cornerstone Wealth Management
Missouri
-$212K -323 Closed
MPW
2044
MGO Private Wealth
California
-$212K -322 Closed
AFP
2045
Ausdal Financial Partners
Iowa
-$211K -321 Closed
GAM
2046
Gould Asset Management
California
-$210K -319 Closed
A
2047
AJOVista
Massachusetts
-$209K -318 Closed
AMCA
2048
Arthur M. Cohen & Associates
Illinois
-$209K -318 Closed
CWM
2049
Chesapeake Wealth Management
Virginia
-$209K -318 Closed
D
2050
Diversified
Delaware
-$209K -318 Closed

INTU Hedge Fund Activity: Q3 2024 in Review

1,964 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2024, worth a combined $144B — down 6.5% from $154B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new INTU positions and 123 closed out — a net gain of 20 holders — while 813 added to existing stakes and 705 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $309M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $728M.

  • 1,964 institutional investors held Intuit (INTU) as of Q3 2024, up from 1,963 in Q2 2024.
  • Funds reported $144B of Intuit stock for Q3 2024, down 6.5% quarter-over-quarter.
  • 143 funds opened new Intuit positions in Q3 2024 and 123 closed out, a net change of +20 holders.
  • The largest Intuit buyer in Q3 2024 was International Assets Investment Management, an estimated $309M added.
  • The largest Intuit seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2024.