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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
CT
1426
Colonial Trust
South Carolina
$225K -$8.76K -20 -4%
GWS
1427
Glassman Wealth Services
Virginia
$224K
RC
1428
Rovin Capital
Arizona
$223K +$213K +487 New
WCFA
1429
Walkner Condon Financial Advisors
Wisconsin
$222K +$3.06K +7 +1%
BBNA
1430
Bremer Bank National Association
Minnesota
$222K +$8.76K +20 +4%
SRC
1431
Sage Rhino Capital
California
$219K -$11.8K -27 -5%
VVP
1432
Venture Visionary Partners
Ohio
$219K +$209K +478 New
SAG
1433
SageView Advisory Group
California
$216K +$207K +472 New
MAM
1434
McLean Asset Management
Virginia
$216K -$438 -1 -0.2%
TVAMP
1435
Tennessee Valley Asset Management Partners
Tennessee
$215K
CF
1436
Centaurus Financial
California
$214K -$49K -112 -19%
SSB
1437
Sandy Spring Bank
Maryland
$214K -$5.25K -12 -3%
CWM
1438
Connecticut Wealth Management
Connecticut
$213K +$204K +465 New
SC
1439
Sepio Capital
Utah
$213K +$204K +465 New
1WA
1440
180 Wealth Advisors
Washington
$213K -$9.63K -22 -4%
CAMV
1441
Concord Asset Management (Virginia)
Virginia
$213K +$203K +464 New
GLLW
1442
Graves Light Lenhart Wealth
Virginia
$212K +$202K +462 New
CFO
1443
CVA Family Office
Colorado
$210K +$5.69K +13 +3%
FSA
1444
Fort Sheridan Advisors
Illinois
$209K
PWG
1445
Portside Wealth Group
Utah
$209K +$200K +456 New
LF
1446
LifeSteps Financial
California
$208K
LOPW
1447
Live Oak Private Wealth
North Carolina
$208K
KWM
1448
Keebeck Wealth Management
Illinois
$208K +$199K +454 New
EL
1449
EWA LLC
Pennsylvania
$208K -$10.5K -24 -5%
GA
1450
Goldstein Advisors
Wisconsin
$206K -$39.9K -91 -17%

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.