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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
TCM
1226
Traynor Capital Management
Pennsylvania
$388K +$6.13K +14 +2%
AOWM
1227
Alpha Omega Wealth Management
Virginia
$386K
MCA
1228
MSH Capital Advisors
Arizona
$386K +$438 +1 +0.1%
HPIA
1229
Hamilton Point Investment Advisors
North Carolina
$386K
CWP
1230
Curated Wealth Partners
California
$386K +$18K +41 +5%
WTB
1231
Washington Trust Bank
Washington
$383K +$48.2K +110 +15%
AR
1232
Apeiron RIA
Texas
$382K +$13.1K +30 +4%
WAG
1233
Winthrop Advisory Group
Massachusetts
$381K -$9.2K -21 -2%
UW
1234
Unique Wealth
Florida
$380K +$87.6K +200 +32%
VC
1235
Veracity Capital
Georgia
$379K +$13.6K +31 +4%
OC
1236
Oakworth Capital
Alabama
$375K +$13.6K +31 +4%
NMG
1237
New Millennium Group
Utah
$374K -$43.8K -100 -11%
MIAS
1238
Mason Investment Advisory Services
Virginia
$370K
SMA
1239
Seven Mile Advisory
New Jersey
$370K +$353K +807 New
ECM
1240
Elgethun Capital Management
South Dakota
$369K
BLAM
1241
Bourne Lent Asset Management
New York
$369K
AA
1242
Alta Advisers
United Kingdom
$367K
GBT
1243
Grove Bank & Trust
Florida
$365K -$7.01K -16 -2%
SIC
1244
Samalin Investment Counsel
New York
$364K -$51.7K -118 -13%
BWA
1245
BlueSky Wealth Advisors
North Carolina
$362K
AAP
1246
Arax Advisory Partners
Colorado
$361K +$333K +761 +2,819%
USB
1247
Union Savings Bank
Connecticut
$361K +$309K +705 New
VC
1248
Veery Capital
Delaware
$361K +$11.8K +27 +4%
AI
1249
Atom Investors
Texas
$360K +$344K +786 New
LB
1250
Legacy Bridge
Iowa
$358K

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.