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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: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
2026
PayPay Securities
Japan
$4.4K
PPWM
2027
PFG Private Wealth Management
Florida
$4.4K
MAS
2028
MPWM Advisory Solutions
Georgia
$4.4K +$4.47K +7 New
PWA
2029
Principia Wealth Advisory
Texas
$4.4K +$4.47K +7 New
HBW
2030
Hazlett, Burt & Watson
West Virginia
$4K -$1.28K -2 -25%
BHWM
2031
Beaird Harris Wealth Management
Texas
$3.77K
JGIA
2032
Jackson Grant Investment Advisers
Connecticut
$3.77K
WWA
2033
Wingate Wealth Advisors
Massachusetts
$3.77K +$3.83K +6 New
WW
2034
Winnow Wealth
Texas
$3.52K +$3.83K +6 New
API
2035
Asset Planning Inc
California
$3.14K +$3.19K +5 New
CWM
2036
Crowley Wealth Management
Delaware
$3.14K +$3.19K +5 New
DRP
2037
Decker Retirement Planning
Utah
$3.14K +$3.19K +5 New
CI
2038
Clal Insurance
Israel
$3K +$2.56K +4 New
FWM
2039
FLP Wealth Management
Arkansas
$2.59K +$2.56K +4 New
LIM
2040
Longfellow Investment Management
Massachusetts
$2.51K
SWM
2041
Sugarloaf Wealth Management
Georgia
$2.51K
AAG
2042
Armstrong Advisory Group
Massachusetts
$2.51K +$2.56K +4 New
1IA
2043
1620 Investment Advisors
Massachusetts
$2.06K
PCM
2044
Perritt Capital Management
Illinois
$1.9K
RAM
2045
Riggs Asset Management
Pennsylvania
$1.89K -$1.28K -2 -40%
ETS
2046
ESL Trust Services
New York
$1.89K
RWM
2047
Ruedi Wealth Management
Illinois
$1.89K
CIAS
2048
CBIZ Investment Advisory Services
Ohio
$1.89K +$1.92K +3 New
PSFG
2049
Park Square Financial Group
Georgia
$1.89K +$1.92K +3 New
PPA
2050
Painted Porch Advisors
California
$1.29K

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.