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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
QL
2151
Quarry LP
New York
-$284K -458 Closed
MPM
2152
MBB Public Markets
Illinois
-$279K -450 Closed
BWA
2153
BlueChip Wealth Advisors
Georgia
-$265K -426 Closed
WCFA
2154
Walkner Condon Financial Advisors
Wisconsin
-$264K -426 Closed
BWP
2155
Balboa Wealth Partners
Arizona
-$254K -410 Closed
FM
2156
Family Management
New York
-$254K -409 Closed
CA
2157
Cannon Advisors
North Carolina
-$248K -401 Closed
CFM
2158
Catalyst Funds Management
Australia
-$248K -400 Closed
OWM
2159
OneAscent Wealth Management
Alabama
-$242K -389 Closed
QPWM
2160
Quadrant Private Wealth Management
Pennsylvania
-$239K -385 Closed
WJA
2161
Willis Johnson & Associates
Texas
-$227K -365 Closed
PGIM
2162
Pacific Global Investment Management
California
-$222K -358 Closed
SHF
2163
Stage Harbor Financial
Massachusetts
-$213K -345 Closed
CA
2164
Claro Advisors
Massachusetts
-$212K -341 Closed
BW
2165
Bison Wealth
Georgia
-$209K -336 Closed
NA
2166
Navellier & Associates
Nevada
-$201K -323 Closed
NL
2167
NWAM LLC
Washington
-$200K -322 Closed
PAM
2168
Paradigm Asset Management
New York
-$186K -300 Closed
GJWM
2169
Gilliland Jeter Wealth Management
Arkansas
-$182K -293 Closed
NS
2170
NBC Securities
Alabama
-$99K -161 Closed
MWA
2171
MFA Wealth Advisors
Pennsylvania
-$82.6K -133 Closed
QT
2172
Quantbot Technologies
New York
-$77K -124 Closed
RWA
2173
Redmont Wealth Advisors
Illinois
-$77K -124 Closed
CWP
2174
Capital Wealth Planning
Florida
-$71.4K -115 Closed
OA
2175
Operose Advisors
Wisconsin
-$59K -95 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.