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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
CA
1051
CGN Advisors
Kansas
$459K
NP
1052
NorthRock Partners
Minnesota
$459K +$242K +560 +89%
DF
1053
Donoghue Forlines
Massachusetts
$457K -$840K -1,945 -62%
MWM
1054
Modera Wealth Management
New Jersey
$457K +$2.16K +5 +0.4%
GCP
1055
GSA Capital Partners
United Kingdom
$454K +$223K +517 +79%
SWM
1056
Spire Wealth Management
Virginia
$453K -$76.9K -178 -13%
GFP
1057
Gryphon Financial Partners
Ohio
$452K +$22.9K +53 +5%
DA
1058
DSC Advisors
Illinois
$451K +$170K +393 +51%
CT
1059
Coastline Trust
Rhode Island
$448K -$484K -1,120 -49%
TA
1060
Trellis Advisors
Washington
$447K -$5.62K -13 -1%
HFW
1061
Horizon Family Wealth
Illinois
$446K +$2.16K +5 +0.4%
FHA
1062
Flagship Harbor Advisors
Massachusetts
$443K -$25.1K -58 -5%
IFWM
1063
Institute for Wealth Management
Colorado
$440K +$432 +1 +0.1%
TC
1064
Truvestments Capital
Florida
$439K -$3.02K -7 -0.6%
GLA
1065
Great Lakes Advisors
Illinois
$437K -$32.8K -76 -6%
LWAC
1066
Laurel Wealth Advisors (California)
California
$434K -$34.6K -80 -7%
WPP
1067
Whalerock Point Partners
Rhode Island
$432K
TWM
1068
Thrive Wealth Management
Pennsylvania
$431K +$46.2K +107 +11%
WA
1069
Wealth Architects
California
$427K +$35.4K +82 +8%
SWM
1070
Scissortail Wealth Management
Oklahoma
$423K +$88.1K +204 +23%
FNBOH
1071
First National Bank of Hutchinson
Kansas
$423K +$472K +1,093 New
FNBT
1072
FineMark National Bank & Trust
Florida
$422K +$25.1K +58 +6%
AIC
1073
Argus Investors Counsel
New York
$421K +$24.6K +57 +6%
IWM
1074
IHT Wealth Management
Illinois
$421K +$230K +533 +96%
CAM
1075
Concorde Asset Management
Michigan
$420K +$244K +566 +109%