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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
876
Ascent Group
Virginia
$1.48M +$1.22M +2,406 +521%
WWM
877
WT Wealth Management
Arizona
$1.45M -$148K -293 -9%
RWA
878
Ropes Wealth Advisors
Massachusetts
$1.45M -$127K -250 -8%
SVCP
879
Silicon Valley Capital Partners
California
$1.44M +$506 +1 +0%
RGC
880
Roberts, Glore & Co
Illinois
$1.44M -$20.2K -40 -1%
EWM
881
Elmwood Wealth Management
California
$1.43M -$14.7K -29 -1%
FA
882
FDx Advisors
Illinois
$1.42M -$3.82M -7,546 -73%
GCAC
883
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.42M +$428K +845 +48%
BJL
884
Brighton Jones LLC
Washington
$1.41M +$35.9K +71 +3%
SCI
885
S&CO Inc
Massachusetts
$1.41M
KTM
886
Keeler Thomas Management
Utah
$1.4M -$281K -555 -17%
HI
887
Harrington Investments
California
$1.4M +$59.7K +118 +5%
MG
888
Mather Group
Illinois
$1.39M
QCG
889
Quadrant Capital Group
Ohio
$1.39M +$56.7K +112 +4%
ILI
890
Invesco LLC (Illinois)
Illinois
$1.39M -$21.3K -42 -2%
MG
891
Markel Group
Virginia
$1.39M
CWP
892
Cyndeo Wealth Partners
Florida
$1.38M -$132K -260 -9%
APG
893
Abacus Planning Group
South Carolina
$1.37M
RCM
894
Riverpark Capital Management
New York
$1.37M -$144K -285 -10%
DFC
895
DB Fitzpatrick & Co
Idaho
$1.37M +$17.7K +35 +1%
BCM
896
Bayesian Capital Management
New York
$1.36M +$1.35M +2,658 New
MWM
897
Modera Wealth Management
New Jersey
$1.35M +$183K +361 +16%
MFG
898
Monumental Financial Group
Maryland
$1.35M +$44.5K +88 +3%
BRWA
899
B. Riley Wealth Advisors
Florida
$1.34M -$426K -842 -24%
HI
900
Horizon Investments
North Carolina
$1.34M +$68.8K +136 +5%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.