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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
JBA
1276
Johnson Bixby & Associates
Washington
$332K
KGC
1277
Kennon-Green & Company
Ohio
$332K +$876 +2 +0.3%
MCC
1278
Malaga Cove Capital
California
$332K
PS
1279
Planned Solutions
California
$331K
TNB
1280
Thomasville National Bank
Georgia
$330K
WMA
1281
Wealth Management Associates
New Jersey
$330K -$24.5K -56 -7%
WA
1282
WP Advisors
California
$329K -$876 -2 -0.3%
TWM
1283
Tanager Wealth Management
United Kingdom
$329K -$16.2K -37 -5%
BWP
1284
Bernardo Wealth Planning
Pennsylvania
$329K
DLA
1285
Douglas Lane & Associates
New York
$329K
MBTD
1286
Mechanics Bank - Trust Department
California
$329K +$95K +217 +43%
IFS
1287
Ifrah Financial Services
Arkansas
$328K -$6.13K -14 -2%
GDP
1288
Great Diamond Partners
Maine
$326K +$19.3K +44 +7%
NP
1289
Nilsine Partners
Colorado
$326K +$14.9K +34 +5%
LFA
1290
Legacy Financial Advisors
Kentucky
$326K +$41.2K +94 +15%
LAM
1291
L2 Asset Management
Massachusetts
$323K +$22.3K +51 +8%
DIS
1292
Diversified Investment Strategies
Louisiana
$323K
SQA
1293
Simon Quick Advisors
New Jersey
$322K +$10.1K +23 +3%
SMA
1294
Sage Mountain Advisors
Georgia
$322K +$61.3K +140 +25%
CICI
1295
Capital Investment Counsel Inc
North Carolina
$321K
KFS
1296
Kaizen Financial Strategies
California
$320K
MIS
1297
Morningstar Investment Services
Illinois
$317K +$58.7K +134 +24%
PFS
1298
Prospera Financial Services
Texas
$317K +$15.3K +35 +5%
JGUA
1299
John G. Ullman & Associates
New York
$309K
TA
1300
TFB Advisors
Kansas
$309K +$27.2K +62 +10%

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.