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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Act Wealth Management
Texas
$523K
AAP
1002
Ardsley Advisory Partners
Connecticut
$523K +$583K +1,350 New
AWA
1003
Alta Wealth Advisors
Massachusetts
$522K +$2.59K +6 +0.4%
CAG
1004
Crestwood Advisors Group
Massachusetts
$521K -$1.3K -3 -0.2%
MIA
1005
MMBG Investment Advisors
Florida
$521K
LJAC
1006
L.J. Altfest & Co
New York
$519K +$14.7K +34 +3%
WA
1007
Wealth Alliance
New York
$519K +$143K +330 +33%
CWM
1008
Calamos Wealth Management
Illinois
$518K -$33.3K -77 -5%
SLG
1009
Stanley-Laman Group
Pennsylvania
$517K -$32K -74 -5%
OFG
1010
Oxford Financial Group
Indiana
$517K -$5.62K -13 -1%
HFG
1011
Heron Financial Group
New York
$516K -$4.32K -10 -0.7%
HG
1012
Harbor Group
New Hampshire
$515K
RIM
1013
Redwood Investment Management
Arizona
$513K +$572K +1,325 New
IAN
1014
Integrated Advisors Network
Texas
$511K -$367K -850 -39%
BJL
1015
Brighton Jones LLC
Washington
$510K +$83.8K +194 +17%
AWA
1016
Amplius Wealth Advisors
Pennsylvania
$509K +$47.1K +109 +9%
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$507K -$150K -348 -21%
GC
1018
Gilbert & Cook
Iowa
$505K +$11.2K +26 +2%
DDC
1019
DF Dent & Co
Maryland
$502K +$267K +618 +91%
S
1020
Seeyond
France
$499K -$268K -621 -33%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$499K +$27.2K +63 +5%
TW
1022
TrinityPoint Wealth
Connecticut
$496K +$14.3K +33 +3%
KFP
1023
KMG Fiduciary Partners
Ohio
$495K +$9.07K +21 +2%
CPWA
1024
Cerro Pacific Wealth Advisors
California
$495K +$9.94K +23 +2%
CCMD
1025
Cypress Capital Management (Delaware)
Delaware
$492K +$549K +1,270 New