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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
AOWM
1151
Alpha Omega Wealth Management
Virginia
$331K -$14.3K -33 -4%
WWA
1152
WCG Wealth Advisors
Nevada
$328K -$221K -512 -38%
RTC
1153
Riverview Trust Company
Washington
$328K +$60.9K +141 +20%
AC
1154
Abbrea Capital
California
$328K +$71.3K +165 +24%
WANY
1155
Wealthspire Advisors (New York)
New York
$325K -$37.6K -87 -9%
RF
1156
RHS Financial
California
$325K -$17.3K -40 -5%
BFA
1157
Beaumont Financial Advisors
Massachusetts
$323K -$432 -1 -0.1%
AF
1158
Advisornet Financial
Minnesota
$323K +$864 +2 +0.2%
CWM
1159
Chesapeake Wealth Management
Virginia
$319K -$41K -95 -10%
TCM
1160
Traynor Capital Management
Pennsylvania
$317K -$25.9K -60 -7%
MWM
1161
Meridian Wealth Management
Kentucky
$315K -$70.4K -163 -17%
AF
1162
Arrow Financial
New York
$314K
OC
1163
Oakworth Capital
Alabama
$314K +$9.07K +21 +3%
MIAS
1164
Mason Investment Advisory Services
Virginia
$313K +$1.73K +4 +0.5%
ECM
1165
Elgethun Capital Management
South Dakota
$312K
BLAM
1166
Bourne Lent Asset Management
New York
$311K +$432 +1 +0.1%
HCA
1167
Horan Capital Advisors
Ohio
$310K
AA
1168
Alta Advisers
United Kingdom
$310K +$346K +800 New
VC
1169
Veracity Capital
Georgia
$308K -$864 -2 -0.3%
FLPIM
1170
F.L. Putnam Investment Management
Massachusetts
$307K
TCM
1171
Tufton Capital Management
Maryland
$307K
VC
1172
Veery Capital
Delaware
$306K
SP
1173
Successful Portfolios
Florida
$303K -$7.34K -17 -2%
NFG
1174
Nations Financial Group
Iowa
$303K +$864 +2 +0.3%
BWA
1175
BlueSky Wealth Advisors
North Carolina
$303K +$1.73K +4 +0.5%