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Intuit

1,503 hedge funds and large institutions have $91.3B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 637 increasing their positions, 521 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
25.99%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.11%
New
130
Increased
637
Reduced
521
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
LJAC
1001
L.J. Altfest & Co
New York
$519K +$13.2K +34 +3%
WA
1002
Wealth Alliance
New York
$519K +$128K +330 +33%
CWM
1003
Calamos Wealth Management
Illinois
$518K -$29.8K -77 -5%
SLG
1004
Stanley-Laman Group
Pennsylvania
$517K -$28.7K -74 -5%
OFG
1005
Oxford Financial Group
Indiana
$517K -$5.03K -13 -1%
HFG
1006
Heron Financial Group
New York
$516K -$3.88K -10 -0.7%
HG
1007
Harbor Group
New Hampshire
$515K
RIM
1008
Redwood Investment Management
Arizona
$513K +$513K +1,325 New
IAN
1009
Integrated Advisors Network
Texas
$511K -$329K -850 -39%
BJL
1010
Brighton Jones LLC
Washington
$510K +$75.1K +194 +17%
AWA
1011
Amplius Wealth Advisors
Pennsylvania
$509K +$42.2K +109 +9%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$507K -$135K -348 -21%
GC
1013
Gilbert & Cook
Iowa
$505K +$10K +26 +2%
DDC
1014
DF Dent & Co
Maryland
$502K +$239K +618 +91%
S
1015
Seeyond
France
$499K -$240K -621 -33%
DWT
1016
Dorsey & Whitney Trust
South Dakota
$499K +$24.4K +63 +5%
TW
1017
TrinityPoint Wealth
Connecticut
$496K +$12.8K +33 +3%
KFP
1018
KMG Fiduciary Partners
Ohio
$495K +$8.13K +21 +2%
CPWA
1019
Cerro Pacific Wealth Advisors
California
$495K +$8.92K +23 +2%
CCMD
1020
Cypress Capital Management (Delaware)
Delaware
$492K +$492K +1,270 New
JWM
1021
Jackson Wealth Management
Florida
$492K +$492K +1,271 New
C
1022
Certuity
Florida
$491K +$96.9K +250 +25%
EWM
1023
Evercore Wealth Management
New York
$491K +$131K +337 +36%
KWM
1024
Kolinsky Wealth Management
New Jersey
$486K +$3.48K +9 +0.7%
IRC
1025
Investors Research Corp
Georgia
$485K +$775 +2 +0.2%