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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
PWA
2051
Physician Wealth Advisors
Utah
-$212K -318 Closed
MSFS
2052
Main Street Financial Solutions
Pennsylvania
-$205K -312 Closed
RS
2053
Retirement Solution
Washington
-$205K -312 Closed
FBB
2054
Fulton Breakefield Broenniman
Maryland
-$204K -311 Closed
EDRIA
2055
Edmonds Duncan Registered Investment Advisors
Kansas
-$204K -310 Closed
VDI
2056
Vaughan David Investments
Illinois
-$202K -308 Closed
CWAG
2057
Compton Wealth Advisory Group
Virginia
-$202K -307 Closed
OCM
2058
One Capital Management
California
-$202K -307 Closed
CP
2059
Canopy Partners
Ohio
-$201K -306 Closed
MCCA
2060
Mill Creek Capital Advisors
Pennsylvania
-$201K -306 Closed
AF
2061
Apexium Financial
Texas
-$200K -305 Closed
PHIC
2062
Pine Haven Investment Counsel
Massachusetts
-$200K -305 Closed
EC
2063
EntryPoint Capital
New York
-$162K -247 Closed
MS
2064
Mizuho Securities
Japan
-$145K -220 Closed
SP
2065
SWS Partners
Ohio
-$66.7K -101 Closed
CP
2066
Camelot Portfolios
Ohio
-$42.7K -65 Closed
SWC
2067
Spectrum Wealth Counsel
Indiana
-$42.7K -65 Closed
VAG
2068
VisionPoint Advisory Group
Texas
-$29.6K -45 Closed
CC
2069
Cultivar Capital
Texas
-$26.3K -40 Closed
FW
2070
Fairway Wealth
Ohio
-$26.3K -40 Closed
LFA
2071
LGT Financial Advisors
Texas
-$25K -38 Closed
SSG
2072
Summit Securities Group
New York
-$24K -37 Closed
RFG
2073
RFP Financial Group
Georgia
-$18.4K -28 Closed
KFS
2074
Kelly Financial Services
Massachusetts
-$17.8K -27 Closed
TVWM
2075
Tower View Wealth Management
Wisconsin
-$16.4K -25 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.