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1,962 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 821 increasing their positions, 687 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 117

20% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 687

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

1% more funds holding

Funds holding: 1,9421,962 (+20)

1% more capital invested

Capital invested by funds: $152B → $154B (+$2.16B)

0.26% more ownership

Funds ownership: 83.69%83.95% (+0.26%)

29% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.3B

Holders
1,962
Holders Change
+20
Holders Change %
+1.03%
% of All Funds
28.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.2%
New
160
Increased
821
Reduced
687
Closed
117
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
2051
New Jersey Better Educational Savings Trust
New Jersey
-$247K -380 Closed
Group One Trading
2052
Group One Trading
Illinois
-$233K -375 Closed
BWA
2053
Beam Wealth Advisors
Louisiana
-$241K -371 Closed
CWP
2054
Capital Wealth Planning
Florida
-$229K -352 Closed
FMTC
2055
Farmers & Merchants Trust Company
California
-$229K -352 Closed
BFS
2056
Beacon Financial Strategies
North Carolina
-$222K -341 Closed
CWA
2057
Clarus Wealth Advisors
Arizona
-$209K -332 Closed
GVAG
2058
Great Valley Advisor Group
Delaware
-$211K -325 Closed
Fiera Capital (Canada)
2059
Fiera Capital (Canada)
Quebec, Canada
-$207K -319 Closed
MFS
2060
Mirabella Financial Services
United Kingdom
-$204K -314 Closed
TWP
2061
Tyche Wealth Partners
Texas
-$202K -310 Closed
AAM
2062
Aureus Asset Management
Massachusetts
-$201K -309 Closed
First Manhattan
2063
First Manhattan
New York
-$142K -219 Closed
NCTC
2064
New Covenant Trust Company
Indiana
-$131K -201 Closed
Sands Capital Management
2065
Sands Capital Management
Virginia
-$127K -195 Closed
WCM
2066
Wunderlich Capital Managemnt
Tennessee
-$69.5K -107 Closed
PAM
2067
Palisade Asset Management
Minnesota
-$65K -100 Closed
AWM
2068
Activest Wealth Management
Florida
-$54K -87 Closed
FIM
2069
Fernwood Investment Management
Massachusetts
-$45.5K -70 Closed
SC
2070
Steph & Co
Wisconsin
-$34.5K -53 Closed
BMC
2071
Bear Mountain Capital
Washington
-$15.3K -25 Closed
NIC
2072
Northwest Investment Counselors
Oregon
-$13.7K -21 Closed
CM
2073
Capula Management
Cayman Islands
-$12.4K -20 Closed
TCM
2074
TruNorth Capital Management
Michigan
-$10.4K -16 Closed
TWP
2075
TFO Wealth Partners
Ohio
-$9.75K -15 Closed

INTU Hedge Fund Activity: Q2 2024 in Review

1,962 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2024, worth a combined $154B — up 1.4% from $152B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new INTU positions and 117 closed out — a net gain of 43 holders — while 821 added to existing stakes and 687 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $679M. The largest seller was Capital World Investors, exiting entirely with an estimated $773M sold.

  • 1,962 institutional investors held Intuit (INTU) as of Q2 2024, up from 1,942 in Q1 2024.
  • Funds reported $154B of Intuit stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 160 funds opened new Intuit positions in Q2 2024 and 117 closed out, a net change of +43 holders.
  • The largest Intuit buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $679M added.
  • The largest Intuit seller in Q2 2024 was Capital World Investors, an estimated $773M sold.

Based on aggregated 13F filings for Q2 2024.