We are live on ! Find out more
INTU icon

Intuit

1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
976
Ellevest Inc
New York
$852K +$70.5K +161 +9%
VFA
977
Valeo Financial Advisors
Indiana
$851K +$30.2K +69 +4%
GCAC
978
Guardian Capital Advisors (Canada)
Ontario, Canada
$847K +$778K +1,777 New
AWP
979
Accretive Wealth Partners
New Jersey
$844K +$40.3K +92 +5%
LC
980
Lavaca Capital
Texas
$840K
SAMC
981
Spectrum Asset Management (California)
California
$839K +$43.8K +100 +6%
EAM
982
Evanson Asset Management
California
$838K
PI
983
Pettee Investors
Connecticut
$829K
SM
984
STF Management
Texas
$825K -$582K -1,328 -42%
MMG
985
Monetary Management Group
Missouri
$825K +$32.8K +75 +4%
PHAM
986
Palisades Hudson Asset Management
Florida
$821K -$37.2K -85 -5%
GLR
987
Great Lakes Retirement
Ohio
$816K -$7.88K -18 -1%
AC
988
AlphaCore Capital
California
$815K -$38.1K -87 -5%
HWM
989
Hohimer Wealth Management
Washington
$814K -$24.1K -55 -3%
EWA
990
Exencial Wealth Advisors
Oklahoma
$810K -$140K -319 -15%
APP
991
Avantax Planning Partners
Iowa
$807K -$56.1K -128 -7%
WS
992
Wedbush Securities
California
$807K -$460K -1,050 -37%
NW
993
Naviter Wealth
Arkansas
$805K +$128K +293 +20%
PA
994
Paragon Advisors
Texas
$805K -$1.06M -2,425 -58%
BHPW
995
Beverly Hills Private Wealth
California
$795K -$75.3K -172 -10%
WA
996
WBH Advisory
Maryland
$792K -$17.5K -40 -2%
VEA
997
Virtus ETF Advisers
New York
$791K +$756K +1,727 New
KIC
998
Kensington Investment Counsel
California
$787K
DFCM
999
Dark Forest Capital Management
Puerto Rico
$781K +$696K +1,590 +1,383%
SDIC
1000
South Dakota Investment Council
South Dakota
$779K +$744K +1,700 New

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.