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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1326
Glassman Wealth Services
Virginia
$162K +$17.7K +41 +11%
TFS
1327
TrustCore Financial Services
Tennessee
$155K -$6.48K -15 -4%
FA
1328
Fortis Advisors
Pennsylvania
$155K
BTI
1329
Blue Trust Inc
Georgia
$155K +$61.3K +142 +55%
AWM
1330
Atticus Wealth Management
Florida
$152K
CA
1331
Crewe Advisors
Utah
$151K +$35.4K +82 +27%
SPWG
1332
Sage Private Wealth Group
Illinois
$147K
SC
1333
Seldon Capital
California
$146K
HR
1334
Howe & Rusling
New York
$139K -$65.7K -152 -30%
CWC
1335
Carolinas Wealth Consulting
North Carolina
$129K +$25.9K +60 +22%
ICM
1336
Islay Capital Management
Texas
$126K
KFP
1337
KB Financial Partners
New Jersey
$117K -$17.7K -41 -12%
VCM
1338
Vigilant Capital Management
Maine
$115K -$27.6K -64 -18%
PB
1339
Pinnacle Bancorp
Nebraska
$110K
HIIFS
1340
Harel Insurance Investments & Financial Services
Israel
$108K
BLC
1341
Brown, Lisle/Cummings
Rhode Island
$107K +$108K +250 +1,000%
BWM
1342
BerganKDV Wealth Management
Minnesota
$105K -$30.7K -71 -21%
HCP
1343
Hexagon Capital Partners
Arkansas
$104K +$6.48K +15 +6%
HI
1344
Harbour Investments
Wisconsin
$96K
DIP
1345
DT Investment Partners
Pennsylvania
$95K +$106K +246 New
SWA
1346
Sutton Wealth Advisors
Florida
$88.3K +$14.7K +34 +18%
OLVIG
1347
Oliver Lagore Vanvalin Investment Group
Michigan
$87K -$30.7K -71 -24%
CCA
1348
Catalyst Capital Advisors
New York
$87K -$432 -1 -0.4%
PFT
1349
Providence First Trust
Arizona
$87K +$97.2K +225 New
Jones Financial Companies
1350
Jones Financial Companies
Missouri
$86K -$13.4K -31 -12%