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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
AFT
1201
Alpha Family Trust
California
$415K
GGI
1202
Godsey & Gibb Inc
Virginia
$415K
BDFN
1203
Bond & Devick Financial Network
Minnesota
$412K
SACTSONJ
1204
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$412K
TCM
1205
Telos Capital Management
California
$412K
JAG
1206
Journey Advisory Group
Kentucky
$411K +$8.76K +20 +2%
PWMAG
1207
Pinnacle Wealth Management Advisory Group
New Jersey
$409K -$438 -1 -0.1%
PI
1208
PFG Investments
New York
$407K +$44.2K +101 +13%
HCA
1209
Horan Capital Advisors
Ohio
$405K
Group One Trading
1210
Group One Trading
Illinois
$401K +$383K +875 New
Koshinski Asset Management
1211
Koshinski Asset Management
Illinois
$400K -$12.7K -29 -3%
CHP
1212
Cable Hill Partners
Oregon
$400K -$70.1K -160 -15%
BIP
1213
Blueprint Investment Partners
North Carolina
$400K +$382K +872 New
TW
1214
Transform Wealth
Colorado
$398K -$56.5K -129 -13%
PFA
1215
Pathway Financial Advisors
Vermont
$398K
KWM
1216
KFG Wealth Management
Indiana
$398K +$149K +341 +65%
MA
1217
MJP Associates
Connecticut
$397K +$34.6K +79 +10%
CT
1218
Clearstead Trust
Maine
$397K +$438 +1 +0.1%
SWM
1219
SeaCrest Wealth Management
New York
$395K +$31.5K +72 +9%
FFA
1220
Fortune Financial Advisors
Kansas
$394K +$376K +859 New
AFG
1221
Atomi Financial Group
New York
$393K +$57.4K +131 +18%
RSWM
1222
Robertson Stephens Wealth Management
California
$393K -$13.1K -30 -3%
CIM
1223
Contravisory Investment Management
Massachusetts
$392K +$374K +855 New
ETIA
1224
Epic Trust Investment Advisors
Washington
$391K -$99.8K -228 -21%
CG
1225
Cutler Group
California
$389K -$1.03M -2,344 -73%

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.