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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
TWI
1476
Thomas White International
Illinois
$4K
CL
1477
COWA LLC
Oklahoma
$4K +$4.32K +10 New
KFS
1478
Kelly Financial Services
Massachusetts
$3.87K
SC
1479
Schubert & Co
Texas
$3K -$1.73K -4 -33%
DI
1480
Disciplined Investments
Oklahoma
$3K -$432 -1 -11%
AWM
1481
Avior Wealth Management
Nebraska
$3K
BCPWM
1482
Bradley & Co Private Wealth Management
Florida
$3K
DWP
1483
Destiny Wealth Partners
Florida
$3K
FWA
1484
FSC Wealth Advisors
New York
$3K
PO
1485
Private Ocean
California
$3K
GI
1486
Gradient Investments
Minnesota
$3K +$1.3K +3 +60%
CAL
1487
Capital Analysts LLC
Pennsylvania
$3K +$3.46K +8 New
ACM
1488
Absolute Capital Management
Pennsylvania
$2.38K +$2.59K +6 New
UFF
1489
USA Financial Formulas
Michigan
$2K -$3.89K -9 -60%
SWM
1490
Sugarloaf Wealth Management
Georgia
$2K
TFM
1491
TFC Financial Management
Massachusetts
$2K
CP
1492
Castleview Partners
Texas
$2K +$1.73K +4 New
EC
1493
EdgeRock Capital
Colorado
$2K +$1.73K +4 New
DCBT
1494
Dakota Community Bank & Trust
North Dakota
$2K +$2.16K +5 New
FSWA
1495
Financial Synergies Wealth Advisors
Texas
$1.16K -$864 -2 -40%
MIM
1496
Macroview Investment Management
Maryland
$1K -$7.78K -18 -86%
WA
1497
WestEnd Advisors
North Carolina
$1K -$432 -1 -33%
AWM
1498
AllSquare Wealth Management
New York
$1K
BC
1499
Burleson & Co
California
$1K
S
1500
Surevest
California
$1K