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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
AGC
1076
Aspen Grove Capital
Colorado
$613K +$34.2K +78 +6%
CWM
1077
Concentric Wealth Management
California
$609K -$43.8K -100 -7%
SF
1078
Symphony Financial
Texas
$609K +$41.2K +94 +8%
OIA
1079
OneDigital Investment Advisors
Kansas
$609K -$147K -336 -20%
HG
1080
Harbor Group
New Hampshire
$609K
ST
1081
Spinnaker Trust
Maine
$609K +$43.8K +100 +8%
AWM
1082
Act Wealth Management
Texas
$608K -$15.3K -35 -3%
MWM
1083
Meridian Wealth Management
Kentucky
$605K +$2.63K +6 +0.5%
ANTB
1084
AMG National Trust Bank
Colorado
$604K +$20.6K +47 +4%
PA
1085
Pinnacle Associates
New York
$600K +$7.01K +16 +1%
HPM
1086
Hoxton Planning & Management
West Virginia
$598K -$24.1K -55 -4%
CIA
1087
Capital Investment Advisors
Georgia
$598K -$49.9K -114 -8%
ECA
1088
Elevated Capital Advisors
Utah
$596K +$32.8K +75 +6%
LFAS
1089
Level Four Advisory Services
Texas
$594K -$35.9K -82 -6%
FPCG
1090
Fort Pitt Capital Group
Pennsylvania
$593K -$20.6K -47 -4%
NHT
1091
New Hampshire Trust
New Hampshire
$593K
Wealth Enhancement Advisory Services
1092
Wealth Enhancement Advisory Services
Minnesota
$593K -$37.2K -85 -6%
FB
1093
Fulton Bank
Pennsylvania
$590K +$111K +254 +25%
ALAM
1094
Asahi Life Asset Management
Japan
$586K -$13.1K -30 -2%
CPW
1095
Catalyst Private Wealth
California
$586K -$57.8K -132 -9%
CIA
1096
Choate Investment Advisors
Massachusetts
$585K +$35.5K +81 +7%
AWA
1097
Alta Wealth Advisors
Massachusetts
$585K +$6.13K +14 +1%
1SB
1098
1ST Source Bank
Indiana
$585K -$9.63K -22 -2%
FIM
1099
Freedom Investment Management
Connecticut
$576K +$93.7K +214 +21%
IAN
1100
Integrated Advisors Network
Texas
$575K -$60.9K -139 -10%

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.