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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
SOW
1401
State of Wyoming
Wyoming
$232K +$222K +507 New
AG
1402
Ascent Group
Virginia
$231K -$11.4K -26 -5%
CP
1403
Covenant Partners
Tennessee
$231K +$221K +504 New
EA
1404
Echo45 Advisors
California
$230K +$3.06K +7 +1%
GCMG
1405
Gyroscope Capital Management Group
Florida
$230K -$43.4K -99 -17%
BAAM
1406
Baker Avenue Asset Management
California
$229K -$1.31K -3 -0.6%
SA
1407
Syntax Advisors
New York
$229K -$32.8K -75 -13%
VCG
1408
Vantage Consulting Group
Virginia
$229K -$32.8K -75 -13%
IC
1409
Inscription Capital
Texas
$229K
OWP
1410
Obermeyer Wealth Partners
Colorado
$229K
RP
1411
Reinhart Partners
Wisconsin
$229K
BFAG
1412
Blackston Financial Advisory Group
Florida
$229K
ES
1413
Eagle Strategies
New York
$229K +$438 +1 +0.2%
WMP
1414
Wealth Management Partners
Arizona
$229K +$219K +499 New
CWA
1415
Clarus Wealth Advisors
Arizona
$228K -$24.1K -55 -10%
HCM
1416
Hollencrest Capital Management
California
$228K
OR
1417
Olympiad Research
Connecticut
$228K -$120K -274 -36%
SCP
1418
Sandhill Capital Partners
New York
$228K
IFG
1419
Independent Financial Group
California
$228K +$1.31K +3 +0.6%
WCF
1420
West Coast Financial
California
$227K
CWM
1421
Concentrum Wealth Management
California
$227K -$47.7K -109 -18%
SFG
1422
Synergy Financial Group
California
$227K
FA
1423
Faithward Advisors
Pennsylvania
$226K +$199K +454 New
NIMI
1424
Natixis Investment Managers International
France
$225K -$13.1K -30 -6%
MHR
1425
Matthew Hamilton Rosenberg
$225K

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.