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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
1201
Crescent Grove Advisors
Illinois
$506K
CBT
1202
CoreFirst Bank & Trust
Kansas
$505K +$4.6K +9 +0.9%
CIC
1203
Chase Investment Counsel
Virginia
$500K +$500K +980 New
MC
1204
Machina Capital
France
$499K +$499K +977 New
TIA
1205
Tiemann Investment Advisors
California
$499K
TCM
1206
Traynor Capital Management
Pennsylvania
$498K +$65.4K +128 +15%
MA
1207
MONECO Advisors
Connecticut
$498K +$3.06K +6 +0.6%
SPC
1208
Sigma Planning Corp
Michigan
$497K +$98.7K +193 +25%
TWM
1209
Tolleson Wealth Management
Texas
$495K
ICG
1210
InterOcean Capital Group
Tennessee
$494K -$270K -529 -35%
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$487K +$12.8K +25 +3%
AWM
1212
Accurate Wealth Management
Florida
$487K +$196K +363 +67%
WP
1213
Waycross Partners
Kentucky
$485K -$204K -400 -30%
BBA
1214
Braun-Bostich & Associates
Pennsylvania
$485K +$485K +950 New
CD
1215
Chapin Davis
Maryland
$485K
WC
1216
Woodstock Corp
Massachusetts
$482K
BCG
1217
Breakwater Capital Group
New Jersey
$481K +$16.6K +34 +4%
AWA
1218
Aaron Wealth Advisors
Illinois
$480K -$29.6K -58 -6%
FAIM
1219
Financial Advocates Investment Management
Washington
$473K +$149K +292 +46%
AG
1220
AIA Group
Hong Kong
$473K +$473K +925 New
IIC
1221
Integrated Investment Consultants
Michigan
$472K -$104K -203 -18%
TL
1222
Tradewinds LLC
North Carolina
$471K +$471K +922 New
FCH
1223
Freestone Capital Holdings
Washington
$471K -$34.2K -67 -7%
LFA
1224
Legacy Financial Advisors
Kentucky
$469K +$106K +207 +29%
AA
1225
Axiom Advisory
California
$468K +$511 +1 +0.1%