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Intuit
INTU

2,062 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: 56 → 59 (+3)

5% more funds holding

Funds holding: 1,963 → 2,062 (+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
2,062
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.16%
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

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$913M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$595M
3
UBS AM
UBS AM
Illinois
+$493M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$397M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$338M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.53B
2
Artisan Partners
Artisan Partners
Wisconsin
-$575M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$522M
4
Goldman Sachs
Goldman Sachs
New York
-$379M
5
Franklin Resources
Franklin Resources
California
-$370M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2176
Denver PWM
Colorado
– -$31.7K -51 Closed
WI
2177
Wintrust Investments
Illinois
– -$29K -46 Closed
FDCP
2178
Foster Dykema Cabot & Partners
Massachusetts
– -$20.5K -33 Closed
CPA
2179
Capital Performance Advisors
California
– -$17.9K -29 Closed
NFA
2180
Northwest Financial Advisors
Virginia
– -$15.5K -25 Closed
PCA
2181
Providence Capital Advisors
North Carolina
– -$11.8K -19 Closed
RWM
2182
Reston Wealth Management
Virginia
– -$11.2K -18 Closed
APC
2183
Aspire Private Capital
North Carolina
– -$9.31K -15 Closed
VAMG
2184
Voisard Asset Management Group
Michigan
– -$5.41K -9 Closed
MFG
2185
Mendota Financial Group
Wisconsin
– -$4.97K -8 Closed
JFG
2186
JDM Financial Group
Texas
– -$1.86K -3 Closed
CA
2187
Claris Advisors
Missouri
– -$1.24K -2 Closed
HCM
2188
Horrell Capital Management
Arkansas
– -$1K -1 Closed
NWM
2189
Navigoe Wealth Management
California
– +$639 +1 New
84 85 86 87
88

INTU Hedge Fund Activity: Q4 2024 in Review

2,062 of the 7,592 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.

  • 2,062 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,963 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.