INTU icon

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 %
IIM
1101
Intact Investment Management
Quebec, Canada
$387K +$116K +300 +43%
IWC
1102
Integrated Wealth Concepts
Massachusetts
$385K +$49.5K +128 +15%
LFA
1103
Legacy Financial Advisors
Kentucky
$384K +$75.6K +195 +24%
MLL
1104
Moody Lynn & Lieberson
Massachusetts
$383K
WSTAM
1105
Wilbanks Smith & Thomas Asset Management
Virginia
$383K
CBT
1106
CoreFirst Bank & Trust
Kansas
$380K -$7.76K -20 -2%
RPWA
1107
Regent Peak Wealth Advisors
Georgia
$379K +$22.5K +58 +6%
OIA
1108
OneDigital Investment Advisors
Kansas
$376K +$11.6K +30 +3%
TWM
1109
Tolleson Wealth Management
Texas
$375K
WKWM
1110
Walter & Keenan Wealth Management
Indiana
$374K +$3.1K +8 +0.8%
HPWM
1111
Highland Private Wealth Management
Washington
$374K +$60.1K +155 +19%
TL
1112
Tradewinds LLC
North Carolina
$368K +$9.31K +24 +3%
NMG
1113
New Millennium Group
Utah
$367K -$3.49K -9 -0.9%
CA
1114
Calton & Associates
Florida
$367K -$1.55K -4 -0.4%
CCA
1115
Childress Capital Advisors
Texas
$366K +$2.45K +6 +0.7%
AWM
1116
Avitas Wealth Management
California
$365K +$3.49K +9 +1%
LIM
1117
Leavell Investment Management
Alabama
$359K -$20.1K -52 -5%
WA
1118
Wealthstar Advisors
Texas
$357K
SIM
1119
Studio Investment Management
Illinois
$356K +$8.13K +21 +2%
DMBA
1120
Deseret Mutual Benefit Administrators
Utah
$354K -$176K -456 -33%
BHBT
1121
Burke & Herbert Bank & Trust
Virginia
$353K -$7.74K -20 -2%
SIC
1122
Samalin Investment Counsel
New York
$352K +$387 +1 +0.1%
MCWA
1123
Meadow Creek Wealth Advisors
Georgia
$352K +$2.71K +7 +0.8%
SPC
1124
Sigma Planning Corp
Michigan
$351K +$20.2K +52 +6%
JAG
1125
Journey Advisory Group
Kentucky
$351K +$36.4K +94 +12%