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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
AWM
2051
Activest Wealth Management
Florida
$1.26K -$2.56K -4 -67%
BONH
2052
Bank of New Hampshire
New Hampshire
$1.26K
BIM
2053
Breakwater Investment Management
Washington
$1.26K
CAM
2054
Chesapeake Asset Management
New York
$1.26K
EWM
2055
Evermay Wealth Management
Virginia
$1.26K
RDFA
2056
Ritter Daniher Financial Advisory
Ohio
$1.26K
WA
2057
WestEnd Advisors
North Carolina
$1.26K +$639 +1 +100%
KBFS
2058
Kohmann Bosshard Financial Services
Ohio
$1.26K +$1.28K +2 New
PWM
2059
Parkworth Wealth Management
California
$1.26K +$1.28K +2 New
HGERS
2060
Householder Group Estate & Retirement Specialist
Arizona
$1K -$1.92K -3 -50%
B
2061
Birchbrook
Maine
$643
DFA
2062
DHJJ Financial Advisors
Illinois
$629
SPIO
2063
Seven Post Investment Office
California
-$102M -163,590 Closed
CSS
2064
Cubist Systematic Strategies
Connecticut
-$34.8M -54,409 Closed
MNA
2065
Manning & Napier Advisors
New York
-$27.4M -44,111 Closed
ADEF
2066
Adams Diversified Equity Fund
Maryland
-$26.8M -43,200 Closed
PHK
2067
Point72 Hong Kong
Hong Kong
-$26.1M -41,973 Closed
Tudor Investment Corp
2068
Tudor Investment Corp
Connecticut
-$24.7M -38,586 Closed
TC
2069
Tairen Capital
Hong Kong
-$21.4M -35,000 Closed
HF
2070
HRT Financial
New York
-$21.1M -33,018 Closed
PD
2071
Point72 (DIFC)
United Arab Emirates
-$18.4M -28,727 Closed
ACM
2072
Aquatic Capital Management
Illinois
-$14.4M -23,160 Closed
CK
2073
Cohen Klingenstein
New York
-$12.8M -20,600 Closed
JCM
2074
JAT Capital Management
Connecticut
-$10.9M -17,500 Closed
MCM
2075
Moore Capital Management
New York
-$10.8M -17,410 Closed

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.