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Intuit

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1551
Atwood & Palmer
Missouri
$29.8K
AFG
1552
Albion Financial Group
Utah
$29.8K +$6.87K +15 +30%
BWM
1553
Baystate Wealth Management
Massachusetts
$27.8K
MFT
1554
Moisand Fitzgerald Tamayo
Florida
$27.5K
BWL
1555
Bogart Wealth LLC
Virginia
$25.2K -$7.33K -16 -23%
SC
1556
Steph & Co
Wisconsin
$25.2K
BSB
1557
Bangor Savings Bank
Maine
$24.7K
BG
1558
Bollard Group
Massachusetts
$24K +$13.6K +30 +130%
RCM
1559
Raleigh Capital Management
North Carolina
$23.5K -$3.22K -7 -12%
CSB
1560
City State Bank
Iowa
$23K
TLA
1561
Tanglewood Legacy Advisors
Texas
$22.9K
PK
1562
Pflug Koory
Nebraska
$22.9K
OIA
1563
Optimum Investment Advisors
Illinois
$20.2K
RA
1564
Rational Advisors
New York
$20.2K
IFAM
1565
Institutional & Family Asset Management
Colorado
$20.2K +$20.2K +44 New
KFP
1566
KB Financial Partners
New Jersey
$19K -$159K -351 -89%
OIS
1567
Okabena Investment Services
Minnesota
$18.8K +$18.8K +41 New
BWS
1568
Buck Wealth Strategies
Colorado
$18.4K +$14.7K +32 +400%
BCMLT
1569
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K +$18.3K +40 New
SFG
1570
Steward Financial Group
Texas
$18K +$18K +40 New
GIS
1571
Grayhawk Investment Strategies
Alberta, Canada
$16.5K
SC
1572
Solstein Capital
California
$16.5K
CFD
1573
Creative Financial Designs
Indiana
$16K +$8.71K +19 +119%
TSWM
1574
Tyler-Stone Wealth Management
Ohio
$16K +$16K +34 New
BCM
1575
Bourgeon Capital Management
Connecticut
$15.6K