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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
BAM
1376
Belpointe Asset Management
Nevada
$254K -$240K -547 -50%
RZH
1377
Relyea Zuckerberg Hanson
Connecticut
$254K +$3.94K +9 +2%
SG
1378
StoneX Group
New York
$252K -$93.3K -213 -28%
VWM
1379
Vigilare Wealth Management
Arizona
$251K -$24.1K -55 -9%
PWM
1380
Peterson Wealth Management
Nevada
$251K -$2.63K -6 -1%
BW
1381
BIP Wealth
Georgia
$250K +$239K +545 New
AAS
1382
Ameritas Advisory Services
Nebraska
$245K +$2.19K +5 +0.9%
VT
1383
Vise Technologies
New York
$245K -$1.31K -3 -0.6%
FAG
1384
Fortitude Advisory Group
Washington
$244K +$1.31K +3 +0.6%
GD
1385
Grandfield & Dodd
New York
$243K -$84.1K -192 -27%
KIC
1386
Keating Investment Counselors
Florida
$243K
APA
1387
Astoria Portfolio Advisors
New York
$242K +$220K +502 New
IDA
1388
Intelligence Driven Advisers
California
$241K -$26.7K -61 -10%
EWA
1389
Etesian Wealth Advisors
Oregon
$239K +$229K +522 New
D.E. Shaw & Co
1390
D.E. Shaw & Co
New York
$239K -$2.28M -5,214 -91%
XF
1391
XML Financial
Maryland
$238K
BW
1392
Bison Wealth
Georgia
$237K +$227K +518 New
FFA
1393
Founders Financial Alliance
North Carolina
$237K +$226K +517 New
IGWM
1394
ICA Group Wealth Management
Colorado
$236K +$66.6K +152 +42%
TBC
1395
Ted Buchan & Co
California
$236K +$226K +515 New
TCM
1396
Tufton Capital Management
Maryland
$236K -$142K -325 -39%
ESB
1397
Essex Savings Bank
Connecticut
$236K +$226K +515 New
CFG
1398
Carr Financial Group
Massachusetts
$235K +$5.25K +12 +2%
PP
1399
Paloma Partners
Connecticut
$234K +$224K +511 New
CCM
1400
Carlson Capital Management
Minnesota
$234K +$223K +510 New

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.