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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
NFSG
1476
Newbridge Financial Services Group
Florida
$160K
MCM
1477
Manchester Capital Management
Vermont
$152K -$129K -295 -47%
SFCL
1478
Strengthening Families & Communities LLC
Massachusetts
$150K +$120K +274 +517%
SIS
1479
Sound Income Strategies
Florida
$148K
CUAMC
1480
China Universal Asset Management Company
China
$145K +$101K +231 +272%
C
1481
Covestor
United Kingdom
$144K -$876 -2 -0.6%
RTC
1482
Riverview Trust Company
Washington
$143K
BCP
1483
Blue Chip Partners
Michigan
$141K +$438 +1 +0.3%
AS
1484
AM Squared
Hong Kong
$137K +$43.8K +100 +50%
HI
1485
Harbour Investments
Wisconsin
$135K -$29.3K -67 -19%
WPWM
1486
Western Pacific Wealth Management
Illinois
$126K -$4.38K -10 -4%
DIP
1487
DT Investment Partners
Pennsylvania
$125K
PIAS
1488
PCA Investment Advisory Services
Ohio
$122K +$116K +266 New
WTG
1489
West Tower Group
Virginia
$117K +$112K +256 New
Jones Financial Companies
1490
Jones Financial Companies
Missouri
$115K +$13.6K +31 +14%
CAM
1491
Close Asset Management
United Kingdom
$105K -$8.76K -20 -8%
DAM
1492
Delta Asset Management
Tennessee
$104K
CMBA
1493
C.M. Bidwell & Associates
Hawaii
$102K
BWM
1494
BerganKDV Wealth Management
Minnesota
$97.6K -$27.6K -63 -23%
HCP
1495
Hexagon Capital Partners
Arkansas
$94.8K -$8.76K -20 -9%
ICM
1496
Islay Capital Management
Texas
$93.9K
AP
1497
Arlington Partners
Alabama
$93K +$37.7K +86 +74%
PO
1498
Private Ocean
California
$92.1K +$85.8K +196 +3,920%
VCM
1499
Versant Capital Management
Arizona
$91.2K -$2.63K -6 -3%
BCM
1500
Birch Capital Management
Texas
$90.3K

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.