We are live on ! Find out more

1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1076
Geneos Wealth Management
Colorado
$709K +$17.2K +34 +3%
BSC
1077
Brown Shipley & Co
United Kingdom
$709K -$66.8K -132 -9%
BL
1078
Balentine LLC
Georgia
$709K -$13.2K -26 -2%
ACL
1079
Applied Capital LLC
Florida
$706K
FB
1080
Fulton Bank
Pennsylvania
$701K +$43K +85 +7%
CCA
1081
Conestoga Capital Advisors
Pennsylvania
$700K -$5.06K -10 -0.7%
VFA
1082
Voya Financial Advisors
Connecticut
$700K -$42K -83 -6%
FNBT
1083
FineMark National Bank & Trust
Florida
$699K +$70.3K +139 +11%
HCM
1084
Howland Capital Management
Massachusetts
$697K -$24.8K -49 -3%
EB
1085
Eastern Bank
Massachusetts
$695K
TW
1086
TrinityPoint Wealth
Connecticut
$694K -$21.8K -43 -3%
ANTB
1087
AMG National Trust Bank
Colorado
$693K +$18.7K +37 +3%
GRP
1088
Global Retirement Partners
California
$692K +$46K +91 +7%
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$690K -$273K -540 -29%
STC
1090
Sarah T. Connolly
$687K -$60.7K -120 -8%
MIA
1091
MMBG Investment Advisors
Florida
$687K
OC
1092
Oarsman Capital
Wisconsin
$685K +$135K +266 +25%
LFAS
1093
Level Four Advisory Services
Texas
$683K +$20.2K +40 +3%
SQA
1094
Simon Quick Advisors
New Jersey
$682K +$320K +633 +90%
HG
1095
Harbor Group
New Hampshire
$679K
ST
1096
Spinnaker Trust
Maine
$679K
AWM
1097
Act Wealth Management
Texas
$678K
PA
1098
Pinnacle Associates
New York
$677K +$8.1K +16 +1%
FPCG
1099
Fort Pitt Capital Group
Pennsylvania
$677K +$15.2K +30 +2%
FAFN
1100
First Affirmative Financial Network
Colorado
$670K +$63.8K +126 +11%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.