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1,612 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 663 increasing their positions, 559 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 92

53% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.33B

21% more funds holding in top 10

Funds holding in top 10: 6781 (+14)

19% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 559

16% more capital invested

Capital invested by funds: $90.7B → $105B (+$14.2B)

3% more funds holding

Funds holding: 1,5591,612 (+53)

0.83% more ownership

Funds ownership: 83.13%83.96% (+0.83%)

Holders
1,612
Holders Change
+53
Holders Change %
+3.4%
% of All Funds
25.69%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.29%
New
169
Increased
663
Reduced
559
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1226
PFG Investments
New York
$351K +$323K +787 New
CS
1227
Comerica Securities
Michigan
$350K -$25.5K -62 -7%
LB
1228
Legacy Bridge
Iowa
$349K
GA
1229
Geller Advisors
New York
$348K +$59.9K +146 +23%
PCA
1230
Pallas Capital Advisors
Massachusetts
$347K -$103K -251 -24%
WMA
1231
Wealth Management Associates
New Jersey
$346K -$20.5K -50 -6%
RFM
1232
Royal Fund Management
Florida
$345K
OR
1233
Olympiad Research
Connecticut
$344K +$317K +771 New
HHGA
1234
Halbert Hargrove Global Advisors
California
$343K +$5.75K +14 +2%
FBA
1235
Front Barnett Associates
Illinois
$343K
TPWA
1236
TRUE Private Wealth Advisors
Oregon
$342K +$4.93K +12 +2%
SG
1237
StoneX Group
New York
$341K +$314K +764 New
VC
1238
Veery Capital
Delaware
$339K
TWM
1239
Tanager Wealth Management
United Kingdom
$337K -$69.4K -169 -18%
JSW
1240
Journey Strategic Wealth
New Jersey
$336K -$33.7K -82 -10%
GCP
1241
Gill Capital Partners
Colorado
$336K
TFF
1242
The Family Firm
Maryland
$335K +$3.28K +8 +1%
TBWA
1243
Three Bridge Wealth Advisors
California
$333K
MC
1244
Machina Capital
France
$333K +$80.5K +196 +36%
PL
1245
Plancorp LLC
Missouri
$331K -$8.62K -21 -3%
SP
1246
Successful Portfolios
Florida
$328K -$1.23K -3 -0.4%
VAM
1247
Verity Asset Management
North Carolina
$327K +$10.7K +26 +4%
JAFL
1248
Jay A. Fishman Ltd
Michigan
$326K
SEA
1249
Stegent Equity Advisors
Texas
$325K
IFS
1250
Ifrah Financial Services
Arkansas
$325K -$4.93K -12 -2%

INTU Hedge Fund Activity: Q1 2023 in Review

1,612 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2023, worth a combined $105B — up 16% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new INTU positions and 92 closed out — a net gain of 77 holders — while 663 added to existing stakes and 559 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $970M. The largest seller was T. Rowe Price Associates, cutting an estimated $640M.

  • 1,612 institutional investors held Intuit (INTU) as of Q1 2023, up from 1,559 in Q4 2022.
  • Funds reported $105B of Intuit stock for Q1 2023, up 16% quarter-over-quarter.
  • 169 funds opened new Intuit positions in Q1 2023 and 92 closed out, a net change of +77 holders.
  • The largest Intuit buyer in Q1 2023 was JP Morgan Chase, an estimated $970M added.
  • The largest Intuit seller in Q1 2023 was T. Rowe Price Associates, an estimated $640M sold.

Based on aggregated 13F filings for Q1 2023.