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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1476
180 Wealth Advisors
Washington
$239K -$1.52K -3 -0.6%
MIA
1477
Milestone Investment Advisors
Wisconsin
$238K +$235K +465 New
BBNA
1478
Bremer Bank National Association
Minnesota
$237K -$10.1K -20 -4%
GAM
1479
Gemmer Asset Management
California
$237K +$234K +463 New
CAM
1480
Close Asset Management
United Kingdom
$236K +$118K +233 +102%
Point72 Asset Management
1481
Point72 Asset Management
Connecticut
$233K +$231K +456 New
BW
1482
BIP Wealth
Georgia
$232K -$45.5K -90 -17%
CWM
1483
Concentrum Wealth Management
California
$232K -$20.2K -40 -8%
LF
1484
LifeSteps Financial
California
$232K
LOPW
1485
Live Oak Private Wealth
North Carolina
$232K
MFA
1486
McClarren Financial Advisors
Pennsylvania
$230K +$506 +1 +0.2%
MAA
1487
Matrix Asset Advisors
New York
$230K
ESB
1488
Essex Savings Bank
Connecticut
$230K -$32.9K -65 -13%
KWM
1489
Keebeck Wealth Management
Illinois
$229K -$2.53K -5 -1%
WFI
1490
West Family Investments
California
$229K +$3.54K +7 +2%
OA
1491
Oxbow Advisors
Texas
$228K
WFA
1492
Wade Financial Advisory
California
$228K +$226K +447 New
GIA
1493
Guyasuta Investment Advisors
Pennsylvania
$228K -$1.52K -3 -0.7%
PIA
1494
Powell Investment Advisors
Florida
$227K +$225K +445 New
VVP
1495
Venture Visionary Partners
Ohio
$226K -$17.7K -35 -7%
CA
1496
CV Advisors
Florida
$224K
VAF
1497
Values Added Financial
District of Columbia
$224K +$222K +438 New
DOA
1498
D'Orazio & Associates
Virginia
$223K +$221K +437 New
EA
1499
Echo45 Advisors
California
$223K -$33.4K -66 -13%
CA
1500
Commerzbank Aktiengesellschaft
Germany
$223K +$220K +435 New