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Intuit

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
1201
Group One Trading
Illinois
$401K +$401K +875 New
Koshinski Asset Management
1202
Koshinski Asset Management
Illinois
$400K -$13.3K -29 -3%
CHP
1203
Cable Hill Partners
Oregon
$400K -$73.3K -160 -15%
BIP
1204
Blueprint Investment Partners
North Carolina
$400K +$400K +872 New
TW
1205
Transform Wealth
Colorado
$398K -$59.1K -129 -13%
PFA
1206
Pathway Financial Advisors
Vermont
$398K
KWM
1207
KFG Wealth Management
Indiana
$398K +$156K +341 +65%
MA
1208
MJP Associates
Connecticut
$397K +$36.2K +79 +10%
CT
1209
Clearstead Trust
Maine
$397K +$458 +1 +0.1%
SWM
1210
SeaCrest Wealth Management
New York
$395K +$33K +72 +9%
FFA
1211
Fortune Financial Advisors
Kansas
$394K +$394K +859 New
AFG
1212
Atomi Financial Group
New York
$393K +$60K +131 +18%
RSWM
1213
Robertson Stephens Wealth Management
California
$393K -$13.7K -30 -3%
CIM
1214
Contravisory Investment Management
Massachusetts
$392K +$392K +855 New
ETIA
1215
Epic Trust Investment Advisors
Washington
$391K -$104K -228 -21%
CG
1216
Cutler Group
California
$389K -$1.07M -2,344 -73%
TCM
1217
Traynor Capital Management
Pennsylvania
$388K +$6.41K +14 +2%
AOWM
1218
Alpha Omega Wealth Management
Virginia
$386K
MCA
1219
MSH Capital Advisors
Arizona
$386K +$458 +1 +0.1%
HPIA
1220
Hamilton Point Investment Advisors
North Carolina
$386K
CWP
1221
Curated Wealth Partners
California
$386K +$18.8K +41 +5%
WTB
1222
Washington Trust Bank
Washington
$383K +$50.4K +110 +15%
AR
1223
Apeiron RIA
Texas
$382K +$13.7K +30 +4%
WAG
1224
Winthrop Advisory Group
Massachusetts
$381K -$9.62K -21 -2%
UW
1225
Unique Wealth
Florida
$380K +$91.6K +200 +32%