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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
KIA
1301
KCM Investment Advisors
California
$309K -$17.1K -39 -5%
SLT
1302
St Louis Trust
Missouri
$309K
AF
1303
Advisornet Financial
Minnesota
$307K -$51.2K -117 -15%
GEA
1304
Glen Eagle Advisors
New Jersey
$306K
LFM
1305
LGT Fund Management
Liechtenstein
$305K +$41.6K +95 +17%
HT
1306
Heritage Trust
Oklahoma
$304K +$290K +663 New
GC
1307
Gilbert & Cook
Iowa
$303K -$139K -318 -32%
PWMG
1308
Prestige Wealth Management Group
New Jersey
$301K -$8.76K -20 -3%
CT
1309
Coastline Trust
Rhode Island
$301K -$20.6K -47 -7%
TIM
1310
Triad Investment Management
California
$301K
TNA
1311
True North Advisors
Texas
$299K +$286K +652 New
CNB
1312
Camden National Bank
Maine
$295K -$2.19K -5 -0.8%
HFAS
1313
Hummer Financial Advisory Services
Illinois
$293K
BIA
1314
Bigelow Investment Advisors
Maine
$292K +$34.2K +78 +14%
WA
1315
Waverly Advisors
Alabama
$291K
FAIM
1316
Financial Advocates Investment Management
Washington
$290K +$278K +634 New
CG
1317
Corundum Group
Colorado
$290K +$438 +1 +0.2%
WHCI
1318
W.H. Cornerstone Investments
Massachusetts
$290K +$10.9K +25 +4%
SAA
1319
Southeast Asset Advisors
Georgia
$290K
DWM
1320
Drive Wealth Management
Utah
$289K +$29.3K +67 +12%
KFS
1321
Kurt F. Somerville
$289K
JWM
1322
Janiczek Wealth Management
Colorado
$286K -$5.69K -13 -2%
TP
1323
Tranquility Partners
Tennessee
$286K
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$285K +$272K +622 New
BFA
1325
Bragg Financial Advisors
North Carolina
$284K

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.